Wealth Management Assistant

2 days ago


Southport, Sefton, United Kingdom Ferguson Dean Full time
Position Overview
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:
  1. Deliver high-quality paraplanning services to meet client needs.
  2. Collaborate with the Adviser to ensure seamless service delivery.
  3. 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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