Wealth Management Assistant

4 days ago


Southport, Sefton, United Kingdom Ferguson Dean Full time

In a dynamic and rapidly growing Wealth Management firm, Ferguson Dean in Southport, we are seeking a skilled Wealth Management Assistant to join our team. As a key member, you will work closely with an experienced Adviser to deliver exceptional client service, leveraging your expertise in prominent systems like IO and Dynamic Planner. Training will be provided for required software, but technical expertise is essential for growth.

**Career Advancement Opportunities**

  • An attractive salary of £45,000 - £60,000 per annum, reflecting the firm's commitment to investing in talented individuals.

**Key Responsibilities**

  • Providing comprehensive technical support to ensure seamless delivery of financial plans.
  • Undertaking in-depth research and producing high-quality reports to inform client decisions.
  • Handling client inquiries with professionalism and efficiency.
  • Attending team meetings to stay informed and aligned with company objectives.
  • Contributing to the success of the team through various duties as required.

**Ideal Candidate Profile**

  • The ideal candidate will possess demonstrated expertise in paraplanning and technical support, ideally with a CII Diploma or equivalent qualification.
  • Familiarity with major software packages and range of platforms/providers is highly valued.

**What's Next**

  • We invite qualified applicants to submit their CVs for review and confidential discussion regarding this exciting opportunity.


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Ferguson Dean, a respected Wealth Management firm, is seeking a skilled Paraplanner to join their team.About the PositionThis exciting opportunity offers the chance to work with an experienced Adviser whose firm has been acquired by Ferguson Dean and provide technical support. The successful candidate will be responsible for:Providing full paraplanning...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Job OverviewA 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 annumKey ResponsibilitiesProviding technical support to advisers and...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Position OverviewFerguson Dean is seeking a skilled Paraplanner to join our team in Southport. As a key member of our Wealth Management team, you will provide critical support to an Adviser and contribute to the growth of our business.Key Job Functions:Deliver high-quality paraplanning services to meet client needs.Collaborate with the Adviser to ensure...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Job OverviewFerguson Dean, a leading Wealth Management practice, is seeking an experienced paraplanning expert to join their team. The ideal candidate will have expertise in providing technical support to Advisers and assisting with the growth of the company.Estimated Salary: £45,000 - £60,000 per annum.Key ResponsibilitiesProvide full paraplanning support...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    A successful Wealth Management firm in the region seeks a skilled paraplanner to provide technical support for its high net worth clients. With a focus on delivering exceptional results, the ideal candidate will have experience with major systems such as IO and Dynamic Planner.As a member of our team, you can expect an excellent salary, comprehensive study...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    About the JobFerguson Dean is looking for a talented paraplanning expert to join their team. As a key member of the team, you will be responsible for providing technical support to Advisers and assisting with the growth of the company.Estimated Annual Salary: £55,000 - £80,000.Key ResponsibilitiesProvide technical support to Advisers and assist with the...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Company Overview:Ferguson Dean is a leading Wealth Management practice that has acquired retiring client portfolios. Our team is comprised of experienced professionals who provide top-notch services to our clients.Salary:The estimated salary for this role is £50,000 - £60,000 per annum, commensurate with experience.Job Description:We are seeking an...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    We are seeking a dedicated Paraplanner to join our Southport-based Wealth Management team. This position involves providing technical support to an Adviser, ensuring seamless delivery of services to high net worth individuals and families.Key Responsibilities:Collaborating with the Adviser to deliver high-quality paraplanning servicesConducting research and...


  • Southport, Sefton, United Kingdom Alcedo Care Full time

    Job Summary:Care Assistant OpportunityWe are seeking dedicated and compassionate individuals to provide support to adults living at home in the Southport area. As a Care Assistant, you will deliver personalized care and support to clients in their own homes, promoting independence and well-being.Key Responsibilities:Provide companionship and emotional...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    We are recruiting a Paraplanner to support our Wealth Management team in Southport. As a key member of the team, you will work closely with an Adviser to provide technical support and enable them to deliver exceptional services to their clients.Key Responsibilities:Delivering comprehensive paraplanning supportPreparing and presenting detailed reportsHandling...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Wealth Management OpportunityFerguson Dean is seeking a skilled Paraplanner to join their team in Southport, providing technical support to an Adviser whose firm has been acquired by the practice. As a key member of the Wealth Management team, you will offer comprehensive paraplanning services, including research and report production, handle client queries,...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Company OverviewWe 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 SummaryThe successful candidate will provide technical support to an Adviser whose firm has been acquired by our practice. This role involves comprehensive...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    Ferguson Dean, a leading Wealth Management firm in the region, is seeking a skilled Paraplanner to join their team.About the RoleThis exciting opportunity offers the chance to work with an experienced Adviser whose firm has been acquired by Ferguson Dean and provide technical support.Provide full paraplanning support to the Adviser.Undertake research and...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    About the RoleThis is an exciting opportunity for a highly skilled paraplanner to join Ferguson Dean's team. As a paraplanning expert, you will be responsible for providing technical support to Advisers and assisting with the growth of the company.Salary: £50,000 - £70,000 per annum.Key ResponsibilitiesWork closely with Advisers to provide technical...

  • Paraplanning Expert

    1 month ago


    Southport, Sefton, United Kingdom Ferguson Dean Full time

    About the RoleFerguson Dean, a leading Wealth Management practice, is seeking a skilled Paraplanning Expert to provide technical support to their team. The ideal candidate will have experience in paraplanning and technical support, with a strong background in major software packages and range of platforms/providers.Key ResponsibilitiesProvide full...


  • Southport, Sefton, United Kingdom beBee Professionals Full time £20,000 - £30,000

    Teaching Assistant OpportunitybeBee Professionals in Southport is looking for an experienced Education Assistant Manager to support our teaching staff in creating a positive and productive learning environment.Key Responsibilities:Prepare educational materials and assist in developing lesson plans.Provide one-on-one or group support to students to reinforce...


  • Southport, Sefton, United Kingdom Ferguson Dean Full time

    We are a dynamic and ambitious Wealth Management practice looking for a skilled paraplanner to join our team. As a member of our team, you will be responsible for providing technical support for our high net worth clients, working closely with our advisers to deliver exceptional results.The ideal candidate will have a proven track record in paraplanning and...


  • Southport, Sefton, United Kingdom Britannia Hotels Full time

    Principality Hotel Assistant ManagerThe Prince of Wales Hotel in Southport is seeking an ambitious and motivated individual to fill the role of Assistant Manager. As an Assistant Manager, you will support the Night Manager in overseeing the hotel's operations during the night shift, ensuring the delivery of exceptional customer service to our guests.We offer...


  • Southport, Sefton, United Kingdom Ashberry Recruitment Full time

    Job Overview:We are looking for a highly motivated and experienced professional to fill the role of Assistant Service Manager in Sefton. The successful candidate will be responsible for the day-to-day management of a team of Social Workers and other professionals in the delivery of statutory and legislative duties.You will be accountable for ensuring the...


  • Southport, Sefton, United Kingdom beBee Professionals Full time £25,000 - £35,000

    We are seeking a highly skilled Administrator to provide administrative support to our team in the UK. This role is essential for ensuring smooth day-to-day operations and effective communication within the company.Responsibilities:Manage incoming correspondence and maintain office supplies and equipment inventories.Prepare and edit documents, reports, and...