Holistic Financial Planner | Portfolio Growth

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

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.