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Ferguson Dean

Financial Planner

Wigan
£50k – £70k/yr
Posted about 24 hours ago
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A leading national Chartered financial planning firm are looking for an Adviser to join them to take over a client portfolio in Wigan.

They have purchased a practice in the town and are looking for an Adviser to take over the portfolio from the retiring MD. Working with clients broadly in the £250k to £1m space, clients are primarily in the Merseyside and Greater Manchester region.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

The firm

A market leading, award-winning IFA practice.

Role will include

  • Portfolio reviews with existing clients.
  • Working with the retiring adviser on their client portfolio.
  • Using cash flow modelling and lifestyle financial planning as required.
  • Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
  • Maintaining up to date and compliant client files in conjunction with the technical team.
  • Keeping up to date CPD.
  • Actively seeking out new client opportunities as required.

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In return you will receive

  • Excellent salary and earnings.
  • Executive benefits.
  • Technical/paraplanning support.
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Skills

Financial Planning
Portfolio Management
Cash Flow Modelling
Lifestyle Financial Planning
Inheritance Tax (IHT)
VCT
EIS
SIPP
SSAS
Compliance
CPD

Location

Wigan, England, United Kingdom

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