Chartered Planning Professional

16 hours ago


Birmingham, Birmingham, United Kingdom Ferguson Dean Full time
About the Job

Ferguson Dean is seeking a skilled Chartered Planning Professional to join our team and provide expert financial planning advice to clients. This is an excellent opportunity for a talented professional to work with a prestigious portfolio of £25m AUM and contribute to the growth and success of our business.

The ideal candidate will have a Diploma Level 4 or higher and be working towards Chartered status. They will possess excellent financial planning skills, knowledge of general planning, VCT, EIS, and IHT matters, as well as experience in managing and maximising portfolios in line with TCF and FCA requirements.

Key Responsibilities
  • Provide expert financial planning advice to clients
  • Manage a portfolio of approximately £25m AUM
  • Meet with professional introducers to discuss client requirements
Requirements
  • Diploma Level 4 or higher (preferably working towards Chartered)
  • Excellent financial planning skills and knowledge of relevant regulations
  • Experience in managing and maximising portfolios

The successful candidate will receive a competitive salary between £35k-£50k, benefits, bonus, technical support, and flexible working arrangements. If you are a driven and motivated individual with a passion for financial planning, please apply.



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