Financial Support Advisor
3 weeks ago
Ferguson Dean, a thriving regional Wealth Management firm in Wrexham, is seeking a Paraplanner to join their technical team. This exciting opportunity offers a competitive salary and the chance to work collaboratively with Advisers and Directors to deliver exceptional financial services.
**Salary and Benefits:**
- The successful candidate will receive a salary of £30k-£45k per annum, along with executive benefits and internal prospects for career advancement.
**Responsibilities and Expectations:**
- Client reviews and consultations to provide expert financial advice.
- Preparation of detailed reports using standardized templates and free-text analysis.
- Conducting whole-market research to identify the best investment opportunities.
- Collaboration with the team to achieve business objectives and deliver exceptional results.
- Staying up-to-date with market positions and global situations to inform financial decisions.
- Utilizing cash flow modeling and lifestyle planning tools to create customized financial solutions.
- Attending client meetings to discuss financial strategies and provide guidance.
**Requirements and Qualifications:**
- CII Dip or equivalent qualification preferred, although not essential.
- Previous experience working with HNW and UHNW clients is highly beneficial.
- Strong writing and research skills are necessary for success in this role.
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