HNW Client Portfolio Manager

Wealth Management AdvisorFerguson Dean, a leading financial planning firm in Stockport, is seeking a wealth management advisor to join their team. The successful candidate will have experience in managing a portfolio of HNW clients and will work closely with a Senior Adviser to take over a portfolio of HNW clients in the Cheshire region.The role involves...

We are seeking an experienced HNW Portfolio Advisor to join our team in Stockport. As a key member of the Ferguson Dean team, you will be responsible for managing a portfolio of high net worth clients across the Cheshire region.Your primary focus will be on providing expert financial guidance and advice to clients, using your knowledge of cashflow modelling...

Job DescriptionAs a Portfolio Manager at Ferguson Dean, your primary focus will be on providing bespoke financial planning solutions to HNW clients across the Cheshire region. You will work closely with a Senior Adviser to manage client relationships, provide regular updates, and assume full responsibility for the portfolio once qualified.In addition to your...

About the RoleWe are currently recruiting for a Financial Planning Expert to join our team in Stockport. The successful candidate will be responsible for managing a portfolio of HNW clients, providing comprehensive financial planning services, and working closely with a Senior Adviser to ensure seamless transitions.This is an excellent opportunity for...

Senior Financial Planner WantedFerguson Dean, a leading financial planning firm in Stockport, is seeking a senior financial planner to join their team. The successful candidate will have experience in managing a portfolio of HNW clients and will work closely with a Senior Adviser to take over a portfolio of HNW clients in the Cheshire region.The role...

Career AdvancementWe are looking for a Client Portfolio Director to own and manage a client portfolio, oversee team workflow, and contribute to business development. This role offers opportunities for career advancement, professional growth, and collaboration with senior management.

Financial Planning Job Description:Ferguson Dean is looking for an experienced Financial Planning Associate to join our team in Stockport. The successful candidate will work closely with a Senior Adviser to manage a portfolio of high net worth (HNW) clients in the Cheshire region.The role involves providing comprehensive financial planning services to...

Role OverviewWe are seeking a highly skilled Financial Planner to join our practice in Stockport, Cheshire. As a Portfolio Management Specialist, you will be responsible for providing holistic planning services to High Net Worth (HNW) clients across the region.Your primary objective will be to work closely with a Senior Adviser to take over a portfolio of...

Job Description:We are seeking a Senior Financial Planner to join our team at Ferguson Dean in Stockport. As a Financial Planning Associate, you will work closely with a Senior Adviser to take over a portfolio of high net worth (HNW) clients in the Cheshire region.The role involves providing holistic planning to clients across Cheshire, attending meetings...

About the RoleThis exciting opportunity has arisen at Ferguson Dean, a well-established financial planning firm in Stockport, for a highly skilled Financial Planning Specialist to join their team. As a key member of the team, you will work closely with a Senior Adviser to provide exceptional service to a portfolio of HNW clients in the Cheshire region.The...

Levitate Recruitment is proud to partner with a renowned National Accountancy Practice in their search for an Audit Senior Manager to lead their North West team. If you are an experienced audit professional eager to develop your skills and knowledge in a dynamic environment, this could be the ideal opportunity for you.The successful candidate will oversee a...

Job Title: Tax Portfolio ManagerLocation: South ManchesterEstimated Salary: £52,500Pro-Tax Recruitment Limited is partnering with a leading professional services firm in South Manchester to find an experienced Tax Portfolio Manager to join their private client team.About the Role:Manage a varied portfolio of clients including business owners, high net worth...

Job OverviewA career opportunity has arisen for a skilled Payroll Technician to join our team. The successful candidate will be responsible for managing client portfolios and ensuring timely payments.

Financial Advisor Job in StockportAn exciting opportunity has arisen for a skilled Financial Planner to join Ferguson Dean, a leading financial planning firm in Stockport. This role is ideal for an individual looking to begin their advice career and work closely with a Senior Adviser.The firm offers a supportive environment where you can develop your skills...

Pro-Tax is a leading provider of tax services to private clients in the UK. We are currently seeking a Tax Portfolio Lead to join our team in South Manchester. This is an exciting opportunity for a tax professional with experience working for a UK accountancy firm to take on a senior role and lead client portfolios.As a Tax Portfolio Lead, you will be...

Pro-Tax Recruitment Limited is committed to ensuring representation of people from all backgrounds. We are seeking a skilled Taxation Expertise Leader to join our team in South Manchester. This role offers a competitive salary of £45,000 - £55,000 + Benefits.You will work with a varied client base of business owners, high net worth individuals,...

beBee Professionals is seeking a Client Relationship Manager to join our team in Stockport, UK.Key Responsibilities:Manage a portfolio of existing clients to ensure their needs are met.Identify and develop new business opportunities with potential clients.Prepare and deliver tailored presentations and proposals to clients.Collaborate with internal teams to...

About the RoleWe are seeking a highly experienced Senior Tax Advisor to join our team in Stockport. As a Private Client Tax Manager, you will oversee a portfolio of high-net-worth individuals, families, entrepreneurs, trusts, and estates.Responsibilities:Tax Planning and Advisory: Deliver comprehensive services that encompass inheritance tax, capital gains...

Scientific Laboratory Supplies Ltd. VacancyWe are seeking a highly motivated and experienced Sales Professional to take ownership of a portfolio of customers across various industries.The ideal candidate will have a strong track record of selling, networking through large organisations to grow and retain existing and new relationships.You will immerse...

Ferguson Dean, a respected financial planning firm in Stockport, is looking for a skilled Financial Advisor to fill a challenging role. As a Senior Financial Adviser, you will be responsible for managing a portfolio of high net worth clients across the Cheshire region.Key FeaturesDevelop and maintain comprehensive financial plans for high net worth clients,...