Financial Advisor in Stockport

Job description

An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region. You will also provide a support role with a view to taking over the portfolio in an agreed time frame.

The firm

A leading financial planning firm in Stockport.

The role

Providing holistic planning to clients across Cheshire.

Attending meetings with the Senior Adviser and taking over the portfolio after meetings with the clients.

Use of cashflow modelling and lifestyle planning as required.

Other tasks etc as required

In return you will receive competitive salary, benefits and uncapped OTE.

To discuss please send CV to michael.long@fergusondean.co.uk

Extra information

Status

Open

Education Level

Secondary School

Location

Stockport

Type of Contract

Part-time jobs

Published at

19-06-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English