Ferguson Dean
Financial Advisor
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Financial Planner Opportunity in Warrington
The firm is looking for an experienced Financial Planner to join their practice in Warrington. The ideal candidate should have a strong background in managing existing portfolios and actively seeking new business opportunities from allocated clients. This role has opened up due to the firm's recent acquisition of a practice in the WA postcode.
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The Firm
A leading national IFA firm that has recently acquired a North Cheshire firm.
The Role
- Providing holistic planning to clients across Cheshire.
- Attending meetings with clients to discuss their needs and the transition to the proposition/you taking over the portfolio.
- Actively seeking new business opportunities as they present themselves to maximize client income while retaining the core client-centric ethos.
- Use of cashflow modelling and lifestyle planning as required.
- Other tasks as required.
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In Return
- Competitive salary
- Benefits
- Uncapped OTE
To discuss this opportunity further, please send your CV to michael.long@fergusondean.co.uk.
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