Investment Support Specialist
7 days ago
Investment Support Specialist Opportunity:
Ferguson Dean is seeking a skilled Investment Support Specialist to join their technical team in Wrexham. As a key member of the team, you will be responsible for conducting market research and preparing comprehensive reports.
About the Role:
This is an exciting opportunity to work with a successful firm nationally, offering a competitive salary of £45,000 - £65,000 per annum, plus excellent executive benefits and internal prospects.
Your Key Responsibilities Will Include:
- Conducting thorough client reviews to understand financial goals and objectives.
- Carrying out market research to identify suitable investment opportunities.
- Collaborating closely with the rest of the team to achieve common goals.
- Staying up-to-date on market trends and global economic situations.
- Utilizing cash flow modelling and lifestyle planning techniques as required.
- Attending client meetings to discuss financial strategies and provide recommendations.
Requirements:
- A CII Diploma or equivalent qualification.
- Previous experience working with HNW and UHNW clients.
- Excellent writing skills and research abilities.
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