Holistic Financial Planner | Portfolio Growth

Company: Ferguson Dean Limited
Apply for the Holistic Financial Planner | Portfolio Growth
Location: Warrington
Job Description:

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.

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Posted: October 8th, 2026