Senior Financial Adviser – Lead Portfolio (£50m-£60m)

Ferguson Dean is seeking an experienced Adviser in Chester to take over a high-value client portfolio. The role involves reviewing existing clients, collaborating with the retiring adviser on the portfolio, and applying cash flow modelling and lifestyle financial planning as needed.

You will handle complex needs including IHT, VCT, EIS and SIPP/SSAS schemes, while ensuring compliant files and ongoing CPD. The position offers strong salary potential and executive benefits.

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