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Wealth Management Technical Support Specialist
4 days ago
A leading Wealth Management firm, Ferguson Dean, is seeking a skilled technical support specialist to join their team in Southport. This role offers an excellent opportunity for career growth and development within the industry.
Estimated Salary: £40,000 - £60,000 per annum
Key Responsibilities- Providing technical support to advisers and clients
- Undertaking research and producing reports
- Assisting with client queries and issues
The successful candidate will have experience in paraplanning, ideally holding a CII Dip or equivalent qualification. Strong knowledge of major software packages and range of platforms/providers is essential.
About Us- Ferguson Dean is a well-established Wealth Management practice with a strong reputation in the industry
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