Financial Services Coordinator

3 weeks ago


Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

**Job Title:** Financial Services Coordinator

**Company Overview:** Ferguson Dean, a successful regional Wealth Management practice in Wrexham, seeks a skilled Paraplanner to join their technical team.

**Salary:** £30,000 - £45,000 per annum, along with an attractive executive benefits package and opportunities for career advancement.

**Job Description:

  • This role involves undertaking reviews for clients, preparing reports, and conducting whole-market research.
  • Collaboration with the rest of the team is crucial, as well as staying up-to-date on market positions and global situations.
  • Cash flow modelling and lifestyle planning may be required.

**Required Skills and Qualifications:**

  • CII Dip or equivalent qualification is desirable.
  • Proven experience working with high-net-worth individuals is essential.
  • Excellent communication and research skills are required.

**Benefits:*

  • A competitive salary, ranging from £30,000 to £45,000 per year.
  • Opportunities for professional growth and development within the company.


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