Wealth Management Technical Advisor

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...

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...

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...

In a dynamic and rapidly growing Wealth Management firm, Ferguson Dean in Southport, we are seeking a skilled Wealth Management Assistant to join our team. As a key member, you will work closely with an experienced Adviser to deliver exceptional client service, leveraging your expertise in prominent systems like IO and Dynamic Planner. Training will be...

A successful Wealth Management firm in the region seeks a skilled paraplanner to provide technical support for its high net worth clients. With a focus on delivering exceptional results, the ideal candidate will have experience with major systems such as IO and Dynamic Planner.As a member of our team, you can expect an excellent salary, comprehensive study...

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...

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...

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...

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...

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,...

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...

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,...

Job OverviewRise Technical Recruitment Limited is seeking a skilled Technical Sales Engineer to join their team. As a key player in the company's growth, you will be responsible for driving sales and revenue growth while providing exceptional customer service.About the RoleThis permanent position offers a competitive salary of £30,000 - £40,000 plus...

Key ResponsibilitiesDevelop and implement sales strategies to drive revenue growth and expand market shareBuild and maintain relationships with key customers and stakeholdersProvide technical support and solutions to meet customer needsNegotiate sales contracts and agree pricing and termsSalary: £35,000 - £45,000 per annum (dependent on...

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 looking for a Workplace Health Advisor to join our Occupational Health Unit at som.org - Jobboard on a permanent full-time basis.The ideal candidate will have a Nursing Qualification and be registered with the UKCC, with significant experience in occupational health settings. This individual will be responsible for developing and promoting our...

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...

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...

Pension and Insurance Advisor: Lloyd & Co. is seeking a skilled Pension and Insurance Advisor to join our team in Southport. The successful candidate will be responsible for delivering expert advice and guidance to clients across a range of pension and insurance products.Responsibilities:Deliver high-quality service and advice to clients, responding to their...

Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to join our team at beBee Professionals in Southport, United Kingdom.Key Responsibilities:Provide exceptional customer service through various communication channels, including phone, email, and chat.Respond to customer inquiries and resolve issues in a timely and...