Private Client Financial Advisor Transitions
Job in
Wirral, Birkenhead, Merseyside, CH41, England, UK
Listed on 2026-04-12
Listing for:
Ferguson Dean
Full Time
position Listed on 2026-04-12
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Financial Consultant
Job Description & How to Apply Below
Location: Wirral
A Wirral-based financial services firm is seeking a qualified professional to manage client portfolios and ensure compliance with TCF and FCA regulations. The role involves portfolio reviews, transitioning clients, and identifying new opportunities. Candidates should possess at least a Diploma Level 4 and knowledge of VCT, EIS, and IHT matters. Excellent salary over six figures and executive benefits offered.
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