Holistic Financial Planner | Portfolio
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
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.
The Holistic Financial Planner | Portfolio Growth position in the Finance, Sales field is open for applications.
The position is based in Warrington, England, United Kingdom.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 45.000 - 65.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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