Financial Planner - Ferguson Dean Limited : Job Details

A leading Chartered Financial Planning firm in Cheshire are looking to appoint a Financial Planner to join them. They are a three Partner firm who five advisers and are looking for the successful individual to step into a portfolio of c. £30m. Clients are all Private Client, broadly from £250k to £3m.

All paraplanning and administration would be provided, with earnings of c. £100k plus for the righ individual.

Package

• You will receive leading salary (£60k- £70k) executive benefits, bonus and package

The company

• A prestigious Chartered Financial Planning firm covering the HNW/UHNW space

Role

• Presenting the proposition to clients and onboarding new business
• Identification of clients in the region and actively developing these
• Working with professional introducers, both established and in the nascent stage
• Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required
• Working with the paraplanning and administration team
• Working with external DFMs as necessary
• Attending client meetings as required

The candidate

• Diploma Level 4 as a minimum, ideally working towards Chartered
• Experience of working with HNW and UHNW clients
• Developing and maintaining client relationships

Next steps

• Contact via email below for confidential discussion and review of opportunity and process