Financial Planner: Portfolio & Cashflow Modelling
Job in
Warrington, Cheshire, MK46, England, UK
Listed on 2026-07-25
Listing for:
Ferguson Dean
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Ferguson Dean in Warrington is seeking a Financial Planner to manage existing portfolios and pursue new business opportunities from allocated clients. The role stems from an acquisition in WA postcode, with a firm focused on client-centric holistic financial planning across Cheshire.
You will attend meetings with clients to discuss needs and transitions to the new proposition, while using cashflow modelling and lifestyle planning as required to optimise outcomes.
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×