Wealth Management Assistant
2 days ago
Ferguson Dean is seeking a skilled Paraplanner to join our team in Southport. As a key member of our Wealth Management team, you will provide critical support to an Adviser and contribute to the growth of our business.
Key Job Functions:
- Deliver high-quality paraplanning services to meet client needs.
- Collaborate with the Adviser to ensure seamless service delivery.
- Participate in team meetings and contribute to business development initiatives.
Requirements
To succeed in this role, you must possess a solid understanding of paraplanning principles and practices. Experience working with major software packages and various platforms/providers is also crucial. A CII Diploma or equivalent level of expertise is highly valued.
What We Offer
This exciting opportunity includes a competitive salary range of £45,000 - £60,000 per annum, along with study support and defined career progression opportunities. A comprehensive benefits package, including a pension scheme, is also provided.
About Our Firm
Ferguson Dean is a leading Wealth Management practice dedicated to helping our clients achieve their financial goals.
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