Investment Support Specialist

7 days ago


Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

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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