Senior Financial Planner, Portfolio Lead & IHT Specialist
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Ferguson Dean, a leading national Chartered financial planning firm, is seeking an Adviser in Wigan to take over a growing client portfolio. You will work with clients in the £250k to £1m space primarily across Merseyside and Greater Manchester, sharing expertise with the retiring MD to ensure a smooth transition.
You will apply cash flow modelling and lifestyle financial planning to meet client needs, including IHT, VCT, EIS, and SIPP/SSAS schemes, while maintaining compliant client files and
We have an opening for a Senior Financial Planner, Portfolio Lead & IHT Specialist in Wigan, England, United Kingdom within Finance.
This role, Senior Financial Planner, Portfolio Lead & IHT Specialist at Ferguson Dean, could be your next opportunity.
Are you ready to take on the Senior Financial Planner, Portfolio Lead & IHT Specialist role at Ferguson Dean?
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