HNW Paraplanning Professional

Ferguson DeanWe are a leading regional Chartered Financial Planning practice based in Shrewsbury. Our team is dedicated to delivering exceptional service to our clients, and we are now seeking an experienced Paraplanning Professional to join us.The successful candidate will be responsible for providing technical support to our Advisers, working closely with...

Ferguson Dean is a dynamic and forward-thinking regional Chartered Financial Planning practice based in Shrewsbury.We are seeking an experienced Paraplanning and Technical Support Specialist to join our team and contribute to the success of our HNW and UHNW clients.In this role, you will be responsible for delivering exceptional client service, providing...

Ferguson Dean, a respected leader in the financial services industry, is seeking a skilled HNW Wealth Manager to join their team in Shrewsbury. In this vital role, you will provide expert guidance and support to high-net-worth clients, helping them navigate complex financial decisions.About the RoleYou will be responsible for:Delivering technical support to...

About the Role at Ferguson DeanWe are looking for a highly motivated and experienced HNW Client Service Coordinator to join our team in Shrewsbury.In this role, you will be responsible for coordinating the provision of exceptional client service, supporting clients and advisers with technical inquiries, and conducting research to produce detailed reports.Key...

Job SummaryBond Recruitment is a leading recruitment agency in the financial services industry, and we are seeking an experienced IFA Support Advisor to join our team. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products, and...

Job DescriptionWe are seeking a highly skilled Paraplanning Professional to join our client's IFA practice in the region. As a key member of the team, you will provide support to Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.Main ResponsibilitiesComply with the Financial...

About the RoleWe are seeking an Experienced Paraplanning Professional to join our team at Bond Rec. This office-based role involves general accountabilities such as adhering to the Financial Services and Markets Act 2000, following compliance procedures, and maintaining detailed knowledge of product and legislative changes.The successful candidate will have...

Ferguson Dean is a leading regional Chartered Financial Planning practice based in Shrewsbury that is seeking to expand its team.Job DescriptionAs a paraplanning specialist, you will be responsible for providing technical support and assistance to financial advisers, conducting research and producing reports, dealing with client queries, and attending...

About the Role Our Paraplanning team at Ferguson Dean is seeking a skilled individual to provide technical support to our Advisers. As a Paraplanning Support Professional, you will work closely with clients in the High Net Worth (HNW) and Ultra High Net Worth (UHNW) space, providing full support to your team members.We are looking for someone with experience...

Ferguson Dean is a leading regional Chartered Financial Planning practice that are seeking an experienced HWN and UHNW Technical Support Professional to join their team in Shrewsbury. As a key member of the team, you will work closely with clients, providing full technical support and dealing with client queries.**The Role**As a Technical Support...

About the Company At Ferguson Dean, we pride ourselves on being a leading regional Chartered Financial Planning practice. We are seeking an experienced Financial Planner Assistant to join our team in Shrewsbury. This is an excellent opportunity to work with clients in the HNW and UHNW space, providing detailed technical support and guidance.As a member of...

A renowned law firm in Wilmslow is seeking a seasoned Family Solicitor with 3+ years of post-qualification experience to join their esteemed team. This exceptional opportunity offers you the chance to handle high-profile cases within a collaborative and supportive work environment.The role provides an attractive salary, reflecting your expertise and...

About the RoleWe are seeking an experienced Paraplanner to join our team at Ferguson Dean in Shrewsbury. As a Paraplanner, you will be the first point of contact for clients in the HNW and UHNW space, providing full support to our Advisers.Your key responsibilities will include:Providing technical support to clients and AdvisersUndertaking research and...

About Ferguson DeanA leading regional Chartered Financial Planning practice in Shrewsbury is seeking a highly skilled professional to join its team.The successful candidate will work closely with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, providing full support to advisers and undertaking research to produce detailed reports.Key...

About Ferguson DeanA leading regional Chartered Financial Planning practice are looking to expand their team in the Shrewsbury area. Their paraplanners act as the first point of contact, working closely with clients in the HNW and UHNW space.**Job Description**As a Financial Planning Support Specialist, you will provide full technical support to your...

The role of the Paraplanner is to provide crucial support to the Financial Planning process. This involves working closely with Financial Planners and other staff to deliver high-quality client services. If you have a passion for financial planning and excellent communication skills, we would love to hear from you!Key ResponsibilitiesSupport Financial...

Key Job DetailsJob Title: Paraplanning ProfessionalLocation: RegionJob Type: Full-timeSalary: £40,000 - £50,000 per annumAbout the RoleThis is a challenging yet rewarding role that requires a high level of technical knowledge about financial products and services. You will be responsible for supporting Financial Planners and other staff when informing and...

About the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...

Job DescriptionBond Rec is looking for an Experienced Paraplanning Professional to support Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.The ideal candidate will have excellent inter-personal skills, both written and verbal, as well as a high level of technical knowledge about financial products...

Role DescriptionAs a Family Law Specialist with PQE experience, you will be responsible for managing a caseload of high-net-worth and ultra-high-net-worth family cases. Your expertise in handling complex financial matters, including HNW/UHNW finances, will be invaluable to the firm.The ideal candidate will possess excellent communication skills, a strong...