Financial Planning Support Specialist
21 hours ago
We are Ferguson Dean, a leading Wealth Management practice acquiring retiring client portfolios. Our focus is on providing exceptional support to our clients and their financial goals.
Job Summary
The successful candidate will provide technical support to an Adviser whose firm has been acquired by our practice. This role involves comprehensive paraplanning services, including research and report production, as well as handling client queries and attending team meetings as required.
Key Responsibilities:
- Provide technical assistance to the Adviser.
- Offer paraplanning services, including research and report creation.
- Address client inquiries and participate in team meetings.
Requirements
To be considered for this position, you should have proven experience in paraplanning and technical support. A CII Diploma or equivalent level of expertise is preferred. Familiarity with major software packages and various platforms/providers is also essential.
Benefits Package
This role offers an excellent salary range of £45,000 - £60,000 per annum, as well as study support and defined career progression opportunities. A comprehensive benefits package, including a pension scheme, is also provided.
About Us
Ferguson Dean is dedicated to delivering outstanding wealth management solutions to our clients.
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