A Wirral-based financial services firm is seeking a qualified professional to manage client portfolios and ensure compliance with TCF and FCA regulations. The role involves portfolio reviews, transitioning clients, and identifying new opportunities. Candidates should possess at least a Diploma Level 4 and knowledge of VCT, EIS, and IHT matters. Excellent salary over six figures and executive benefits offered. #J-18808-Ljbffr We invite applications for the Private Client Financial Advisor - Growth & Transitions position located in Wirral, England, United Kingdom. As a Private Client Financial Advisor - Growth & Transitions, you will play an important part at Ferguson Dean in Wirral, England, United Kingdom. The following role is for a Private Client Financial Advisor - Growth & Transitions with Ferguson Dean. Our organisation is growing, and we are hiring a Private Client Financial Advisor - Growth & Transitions in Wirral, England, United Kingdom.