Financial Planning Assistant

4 weeks ago


Wrexham, Wrexham, United Kingdom Ferguson Dean Full time
About the Role

Ferguson Dean, a leading regional Wealth Management practice, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will play a vital role in supporting the Advisers and Directors in delivering exceptional client service.

Key Responsibilities
  • Conduct thorough reviews of clients' financial situations
  • Prepare comprehensive reports, utilizing both standard paragraphs and free-text formats
  • Undertake in-depth research on the whole market, staying up-to-date on market positions and global situations
  • Collaborate with the team to deliver high-quality client service
  • Utilize cash flow modeling and lifestyle planning as required
  • Attend client meetings as necessary
Requirements
  • CII Diploma or equivalent experience
  • Proven experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients
  • Excellent writing and research skills
What We Offer
  • A competitive salary (£30k-£45k) and excellent executive benefits
  • Opportunities for professional development and growth within the company
Next Steps

Contact us via email for a confidential discussion and review of the opportunity and process.



  • Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

    About the RoleFerguson Dean, a leading regional Wealth Management practice, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will play a vital role in supporting the Advisers and Directors in delivering exceptional client service.Key ResponsibilitiesConduct thorough reviews of clients' financial situations and...


  • Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

    About the RoleFerguson Dean, a leading regional Wealth Management practice, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will play a vital role in supporting the Advisers and Directors in delivering exceptional client service.Key ResponsibilitiesConduct thorough reviews of clients' financial situations and...


  • Wrexham, Wrexham, United Kingdom Clockwork Organisation Ltd ta Travail Employment Full time £45,963

    Financial Planning SpecialistAt Clockwork Organisation Ltd t/a Travail Employment, we are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for preparing financial statements, conducting detailed financial analysis, and developing and presenting budgets and long-term financial forecasts.Main...


  • Wrexham, Wrexham, United Kingdom Ferguson Dean Limited Full time

    About the RoleFerguson Dean Limited is seeking a skilled Paraplanning Professional to join their technical team in Wrexham. As a leading regional Wealth Management practice, they offer a dynamic and supportive environment for career growth and development.Key ResponsibilitiesConduct thorough reviews of clients' financial situationsPrepare comprehensive...


  • Wrexham, Wrexham, United Kingdom Ferguson Dean Limited Full time

    About the RoleFerguson Dean Limited is seeking a skilled Paraplanning Professional to join their technical team in Wrexham. As a leading regional Wealth Management practice, they offer a dynamic and supportive environment for career growth and development.Key ResponsibilitiesConduct thorough reviews of clients' financial situationsPrepare comprehensive...


  • Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

    About the RoleFerguson Dean, a leading regional Wealth Management practice in Wrexham, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will play a vital role in supporting the Advisers and Directors in delivering exceptional client service.Key ResponsibilitiesConduct thorough reviews of clients' financial...


  • Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

    About the RoleFerguson Dean, a leading regional Wealth Management practice in Wrexham, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will play a vital role in supporting the Advisers and Directors in delivering exceptional client service.Key ResponsibilitiesConduct thorough reviews of clients' financial...

  • Financial Assistant

    2 weeks ago


    Wrexham, Wrexham, United Kingdom Adele Carr Recruitment Full time

    Financial Assistant Job Summary We are seeking a highly motivated and organized Financial Assistant to join our team at Adele Carr Recruitment. As a Financial Assistant, you will play a key role in supporting the Finance Director and the finance team in the preparation of financial reports, management of fixed assets, and other financial...

  • Financial Assistant

    2 weeks ago


    Wrexham, Wrexham, United Kingdom Adele Carr Recruitment Full time

    Financial Assistant Job Summary We are seeking a highly motivated and organized Financial Assistant to join our team at Adele Carr Recruitment. As a Financial Assistant, you will play a key role in supporting the Finance Director and the finance team in the preparation of financial reports, management of fixed assets, and other financial...


  • Wrexham, Wrexham, United Kingdom Gap Personnel Full time

    Assistant Finance Manager Job DescriptionWe are seeking an experienced Assistant Finance Manager to join our team at Gap Personnel. As a key member of our finance department, you will play a crucial role in supporting the wider business achieve its objectives.Key Responsibilities:Prepare financial statements, including income statements, balance sheets, and...


  • Wrexham, Wrexham, United Kingdom Gap Personnel Full time

    Assistant Finance Manager Job DescriptionWe are seeking an experienced Assistant Finance Manager to join our team at Gap Personnel. As a key member of our finance department, you will play a crucial role in supporting the wider business achieve its objectives.Key Responsibilities:Prepare financial statements, including income statements, balance sheets, and...

  • Financial Assistant

    3 weeks ago


    Wrexham, Wrexham, United Kingdom Adele Carr Recruitment Full time

    Financial Assistant Job Summary We are seeking a highly motivated and organized Financial Assistant to join our team at Adele Carr Recruitment. As a Financial Assistant, you will play a key role in supporting the Finance Director and the finance team in the preparation of financial reports, management of fixed assets, and other financial...

  • Financial Assistant

    3 weeks ago


    Wrexham, Wrexham, United Kingdom Adele Carr Recruitment Full time

    Financial Assistant Job Summary We are seeking a highly motivated and organized Financial Assistant to join our team at Adele Carr Recruitment. As a Financial Assistant, you will play a key role in supporting the Finance Director and the finance team in the preparation of financial reports, management of fixed assets, and other financial...

  • Financial Controller

    3 weeks ago


    Wrexham, Wrexham, United Kingdom Adele Carr Financial Recruitment Limited Full time

    Financial Controller OpportunityWe are seeking a skilled and experienced Financial Controller to join our team at Adele Carr Financial Recruitment Limited. As a key member of our finance team, you will be responsible for leading the financial management of our business, including financial planning, budgeting, and forecasting.Key Responsibilities:Preparation...

  • Financial Controller

    3 weeks ago


    Wrexham, Wrexham, United Kingdom Adele Carr Financial Recruitment Limited Full time

    Financial Controller OpportunityWe are seeking a skilled and experienced Financial Controller to join our team at Adele Carr Financial Recruitment Limited. As a key member of our finance team, you will be responsible for leading the financial management of our business, including financial planning, budgeting, and forecasting.Key Responsibilities:Preparation...

  • Financial Assistant

    1 week ago


    Wrexham, Wrexham, United Kingdom Adele Carr Recruitment Full time

    Job Title: Financial AssistantWe are seeking a highly motivated and organized Financial Assistant to join our team at Adele Carr Recruitment. The successful candidate will be responsible for providing administrative support to the Finance Director and assisting with various financial tasks.Main Responsibilities:* Assist in the preparation of payroll for...

  • Financial Assistant

    1 week ago


    Wrexham, Wrexham, United Kingdom RG Consultancy Full time

    RG Consultancy is seeking an experienced Financial Assistant to join their finance team of 5.This is an excellent opportunity to work with a leading player in the SME industry who offer support and growth within the role.The Financial Assistant will report into the Finance Director and be responsible for:Reconciling supplier statements and paymentsBank...


  • Wrexham, Wrexham, United Kingdom Accountable Recruitment Full time

    Job OpportunityAccountable Recruitment is supporting a high-growth FMCG business based near Wrexham as they seek an Assistant Finance Business Partner to join their team.This role is integral to the company's success, and you will work closely with Department Heads & the FC / FD to drive business growth.The purpose of the role is to improve financial...


  • Wrexham, Wrexham, United Kingdom Accountable Recruitment Full time

    Job OpportunityAccountable Recruitment is supporting a high-growth FMCG business based near Wrexham as they seek an Assistant Finance Business Partner to join their team.This role is integral to the company's success, and you will work closely with Department Heads & the FC / FD to drive business growth.The purpose of the role is to improve financial...


  • Wrexham, Wrexham, United Kingdom Oscar Mayer Limited Full time

    Job Purpose:The Financial Planning and Analysis (FP&A) and Reporting Accountant will play a critical role in Oscar Mayer Limited's chilled ready meal business. This individual will be responsible for providing financial insights, analysis, and reporting to support strategic decision-making.Key Responsibilities:Financial Planning and Analysis:Develop and...