Wealth Management Assistant

4 weeks ago


Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

Join Ferguson Dean's dynamic team as a skilled Paraplanner and be part of our mission to provide exceptional wealth management services to our clients.

**About the Role:**

This is an exciting opportunity to work with a highly respected regional Wealth Management practice in Wrexham. As a Paraplanner, you will play a vital role in supporting our Advisers and Directors in delivering top-notch services to our clients.

**Responsibilities:**

  • Develop and maintain strong relationships with clients through comprehensive reviews
  • Create detailed, accurate reports that meet the highest standards
  • Analyze market trends and conduct research to stay ahead of the curve
  • Collaborate with colleagues to achieve common goals
  • Stay informed about market positions and global developments
  • Apply cash flow modelling and lifestyle planning techniques to support our clients' needs
  • Participate in client meetings as required

**What We Offer:**

  • A competitive salary package of £30k-£45k
  • Ongoing training and development opportunities
  • The chance to work with a talented team in a dynamic environment


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