Financial Support Advisor

3 weeks ago


Wrexham, Wrexham, United Kingdom Ferguson Dean Full time
Job Opportunity:

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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