Financial Support Specialist

3 weeks ago


Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

Ferguson Dean, a leading regional Wealth Management practice in Wrexham, seeks an experienced Paraplanner to join their technical team. With approximately 50 employees, they have established themselves as a true success story in the region and one of the leading firms nationally in their group.

**Job Summary:**

We are offering an excellent salary ranging from £30k to £45k, along with executive benefits and internal career prospects.

**Company Overview:**

Ferguson Dean is a well-established regional Wealth Management firm based in Wrexham.

**Key Responsibilities:

  • Conduct comprehensive reviews for clients
  • Prepare detailed reports, including both standard paragraphs and free text
  • Undertake thorough market research across the whole industry
  • Collaborate effectively with the rest of the team
  • Stay up-to-date on market positions and global situations
  • Utilize cash flow modelling and lifestyle planning as required
  • Attend client meetings when necessary

**Requirements:**

  • Possession of CII Dip (or equivalent) is desirable but not essential
  • Previous experience working with High Net Worth and Ultra High Net Worth clients
  • Proven writing skills and research abilities

**Benefits:**

  • A competitive salary range of £30k-£45k
  • Executive benefits
  • Internal career progression opportunities


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