Financial Advisor

Ferguson Dean Limited; Warrington; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Benefits

Uncapped OTE

Job summary

Ferguson Dean Limited in Warrington is seeking a Financial Planner to join a growing practice following an acquisition. You will manage existing portfolios and develop new business from allocated clients, delivering holistic planning.

You will meet clients to discuss needs and transitions to the new proposition, use cashflow modelling and lifestyle planning as required, and pursue opportunities to maximise client income while maintaining a client‑centric ethos.

Qualifications

• Experience managing existing portfolios.
• Proven ability to develop new business opportunities.
• Experience in cashflow modelling and lifestyle planning.
• Willingness to transition portfolios following acquisition.

Responsibilities

• Provide holistic financial planning to Cheshire clients.
• Attend client meetings to discuss needs and transitions to the new proposition.
• Identify and pursue new business opportunities.
• Utilise cashflow modelling and lifestyle planning as required.
• Perform additional tasks as needed.

Skills

Portfolio management

New business development

Cashflow modelling

Lifestyle planning

Client meetings

Job description

An opportunity has arisen for a Financial Planner to join a practice in Warrington The firm are ideally looking for an individual with experience of managing existing portfolios as well as seeking new business opportunities from the allocated clients. The role has arisen due to the firm purchasing a practice in the WA postcode .

The firm

A leading national IFA firm who have 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 maximise client income whilst retaining the core client centric ethos.

Use of cashflow modelling and lifestyle planning as required.

Other tasks etc as required

In return you will receive competitive salary, benefits and uncapped OTE.