Wealth Management Support Role
3 weeks ago
Ferguson Dean, a prominent national practice, seeks a skilled paraplanner to support their Adviser. With significant financial backing, they are now seeking a talented individual to join their team.
Compensation Package
- $45,000 - $55,000 annual salary
About Ferguson Dean
We are a leading national practice with a strong presence in the Financial Planning sector. Our team has a wealth of expertise and resources to offer.
The Ideal Candidate
- Dip Level 4 qualification
- Experience working with HNW and UHNW clients
Job Responsibilities
- Supporting the Adviser with client reviews
- Preparation of detailed reports
- Conducting comprehensive market research
- Collaborating with the team to achieve goals
- Staying informed about market trends and global developments
- Utilising cash flow modelling and lifestyle planning tools
- Attending client meetings as necessary
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