HNW Technical Support Specialist

3 days ago


Southport, Sefton, United Kingdom Ferguson Dean Full time

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, and dealing with client queries. They will also attend team meetings and contribute to the growth of our existing team.

To succeed in this role, you will need to have extensive experience in paraplanning and technical support, with a strong understanding of all major software packages and range of platforms/providers. A CII Dip or close proximity is highly desirable.

In return, we offer an excellent salary, comprehensive study support, a defined career path, excellent benefits, and a pension plan.



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