Financial Planning Specialist
2 days ago
At Ferguson Dean, we are seeking a skilled Financial Planning Specialist to join our team. As an independent financial advisor, you will be responsible for providing expert financial planning advice to clients and managing a portfolio of approximately £25 million in Assets Under Management (AUM).
We offer a competitive salary range of £35,000 to £50,000 per annum, along with benefits, bonuses, and flexible working arrangements.
About the Role:
- Provide comprehensive financial planning advice to high net worth individuals.
- Manage and maximize client portfolios in line with TCF and FCA regulations.
- Develop and implement tailored investment strategies to meet client objectives.
- Maintain accurate and compliant client records.
- Engage in ongoing professional development to stay up-to-date with industry best practices.
Requirements:
- Diploma Level 4 or higher in a relevant field.
- Strong knowledge of financial planning principles and regulatory requirements.
- Experience in cash flow modeling and lifestyle planning.
- Excellent communication and interpersonal skills.
What We Offer:
- Competitive salary and benefits package.
- Ongoing training and development opportunities.
- Collaborative and supportive work environment.
- Opportunity to work with a reputable and established firm.
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