Financial Planning Expert

22 hours ago


Stockport, Stockport, United Kingdom Ferguson Dean Full time
Role Overview

We 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 HNW clients, providing ongoing support and eventually assuming full responsibility for the portfolio.

To succeed in this role, you must have excellent communication skills, a strong understanding of financial planning principles, and the ability to build rapport with high net worth individuals.

In return, you will receive a competitive salary and uncapped OTE, making this an attractive opportunity for experienced Financial Planners looking to expand their skill set.



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