HNW Financial Planner: –Portfolio
Job in
Preston, Lancashire, SN15, England, UK
Listed on 2026-07-22
Listing for:
Ferguson Dean
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Ferguson Dean, a Chartered Financial Planning firm, is seeking a Financial Planner to oversee a portfolio for clients transitioning from a retiring adviser. The role involves managing clients mainly in the Preston to Bolton area, providing holistic financial planning, and collaborating with other financial planners.
The ideal candidate will have at least a Diploma Level 4 and experience working with High Net Worth clients. Competitive salary and executive benefits offered.
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