Paraplanning Expert

2 days ago

Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

Ferguson Dean, a leading regional Wealth Management practice in the UK, is seeking an experienced Paraplanning Expert to join their technical team. This role offers an excellent opportunity for a skilled professional to work on a workflow basis with Advisers and Directors, providing high-quality support in attaining Diploma and Chartered status.

**Salary:** £35,000 - £50,000 per annum

The successful candidate will be responsible for undertaking reviews for clients, preparing reports, conducting whole-of-market research, and working collaboratively with the rest of the team. They will also be expected to stay up-to-date on market positions and global situations, utilizing cash flow modeling and lifestyle planning as required.

**Key Requirements:*

  • CII Dip or equivalent qualification
  • Experience in working with HNW and UHNW clients
  • Excellent writing and research skills

About Ferguson Dean: As a true success story in the region, Ferguson Dean is one of the leading firms nationally in its group. We offer excellent salary, executive benefits, and internal prospects.

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