Financial Planner Associate

14 hours ago


Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

Ferguson Dean, a reputable Wealth Management practice, is seeking a talented Wealth Management Specialist to join their technical team. This role offers an exciting opportunity for a motivated individual to work closely with Advisers and Directors, supporting them in achieving Diploma and Chartered status.

**Job Highlights:**

  • Annual salary: £40,000 - £55,000
  • Opportunities for career advancement and professional growth
  • Collaborative work environment

The successful candidate will possess excellent writing and research skills, experience in working with HNW and UHNW clients, and a strong understanding of cash flow modeling and lifestyle planning. They will also be able to work effectively in a team environment and communicate complex ideas clearly.



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