Paraplanning and Advisory Support

Job Title: Paraplanning and Advisory Services ProfessionalCompany Information: Ferguson Dean is a leading Wealth Management practice that has acquired retiring client portfolios. Our team is comprised of experienced professionals who provide top-notch services to our clients.Role Summary: We are seeking an experienced Paraplanner to join our team in...

About the RoleFerguson Dean, a leading Wealth Management practice, is seeking a skilled Paraplanning Expert to provide technical support to their team. The ideal candidate will have experience in paraplanning and technical support, with a strong background in major software packages and range of platforms/providers.Key ResponsibilitiesProvide full...

We are recruiting a Paraplanner to support our Wealth Management team in Southport. As a key member of the team, you will work closely with an Adviser to provide technical support and enable them to deliver exceptional services to their clients.Key Responsibilities:Delivering comprehensive paraplanning supportPreparing and presenting detailed reportsHandling...

Wealth Management OpportunityFerguson Dean is seeking a skilled Paraplanner to join their team in Southport, providing technical support to an Adviser whose firm has been acquired by the practice. As a key member of the Wealth Management team, you will offer comprehensive paraplanning services, including research and report production, handle client queries,...

Position OverviewFerguson Dean is seeking a skilled Paraplanner to join our team in Southport. As a key member of our Wealth Management team, you will provide critical support to an Adviser and contribute to the growth of our business.Key Job Functions:Deliver high-quality paraplanning services to meet client needs.Collaborate with the Adviser to ensure...

About the JobFerguson Dean is looking for a talented paraplanning expert to join their team. As a key member of the team, you will be responsible for providing technical support to Advisers and assisting with the growth of the company.Estimated Annual Salary: £55,000 - £80,000.Key ResponsibilitiesProvide technical support to Advisers and assist with the...

HNW Paraplanner OpportunityWe are seeking a highly skilled HNW paraplanner to join our team in Southport. This is an excellent opportunity for career growth and development within the industry.Estimated Annual Salary: £50,000 - £70,000About the RoleProviding technical support to advisers and clientsUndertaking research and producing reportsAssisting with...

Job OverviewFerguson Dean, a leading Wealth Management practice, is seeking an experienced paraplanning expert to join their team. The ideal candidate will have expertise in providing technical support to Advisers and assisting with the growth of the company.Estimated Salary: £45,000 - £60,000 per annum.Key ResponsibilitiesProvide full paraplanning support...

Company OverviewWe are Ferguson Dean, a leading Wealth Management practice acquiring retiring client portfolios. Our focus is on providing exceptional support to our clients and their financial goals.Job SummaryThe successful candidate will provide technical support to an Adviser whose firm has been acquired by our practice. This role involves comprehensive...

Ferguson Dean is a leading Wealth Management practice that has recently acquired several retiring client portfolios. We are seeking a skilled paraplanner to join our team and provide technical support for our high net worth clients.The successful candidate will be responsible for providing full paraplanning support, conducting research, producing reports,...

The Ferguson Dean practice is seeking a highly skilled Paraplanner to join their team in Southport. This individual will provide technical support to an Adviser whose firm has been acquired by the practice, enabling them to deliver high-quality services to HNW and UHNW clients.Key Responsibilities:Providing full paraplanning support to the AdviserUndertaking...

Ferguson Dean, a leading Wealth Management firm in the region, is seeking a skilled Paraplanner to join their team.About the RoleThis exciting opportunity offers the chance to work with an experienced Adviser whose firm has been acquired by Ferguson Dean and provide technical support.Provide full paraplanning support to the Adviser.Undertake research and...

About the Role:We are looking for an experienced Paraplanner to join our team in Southport. As a member of our team, you will work closely with Advisers whose firms have been acquired by Ferguson Dean, providing them with technical support and expertise. Your key responsibilities will include:Providing paraplanning support to AdvisersConducting research and...

Technical Support RoleWe are looking for a highly skilled technical support specialist to join our team in Southport. As a key member of our team, you will be responsible for providing technical support to our advisers and clients.Salary: £45,000 - £65,000 per annumJob RequirementsExperience in paraplanning and technical supportCII Dip or equivalent...

Job OverviewA leading Wealth Management firm, Ferguson Dean, is seeking a skilled technical support specialist to join their team in Southport. This role offers an excellent opportunity for career growth and development within the industry.Estimated Salary: £40,000 - £60,000 per annumKey ResponsibilitiesProviding technical support to advisers and...

Ferguson Dean, a respected Wealth Management firm, is seeking a skilled Paraplanner to join their team.About the PositionThis exciting opportunity offers the chance to work with an experienced Adviser whose firm has been acquired by Ferguson Dean and provide technical support. The successful candidate will be responsible for:Providing full paraplanning...

Job DescriptionAs a Paraplanner at Ferguson Dean, you will play a vital role in supporting our Advisers and delivering exceptional client experiences. Key responsibilities include providing technical assistance, offering comprehensive paraplanning services, and addressing client inquiries.Responsibilities:Support Advisers in their day-to-day...

We are seeking a dedicated Paraplanner to join our Southport-based Wealth Management team. This position involves providing technical support to an Adviser, ensuring seamless delivery of services to high net worth individuals and families.Key Responsibilities:Collaborating with the Adviser to deliver high-quality paraplanning servicesConducting research and...

Ferguson Dean, a leading Wealth Management practice, is expanding its team by seeking a skilled Technical Support Specialist in Southport. The successful candidate will work closely with an experienced Adviser to deliver exceptional client service, leveraging expertise in prominent systems like IO and Dynamic Planner. Training will be provided for required...

Company Overview:Ferguson Dean is a leading Wealth Management practice that has acquired retiring client portfolios. Our team is comprised of experienced professionals who provide top-notch services to our clients.Salary:The estimated salary for this role is £50,000 - £60,000 per annum, commensurate with experience.Job Description:We are seeking an...