Wealth Management Technical Support Specialist

2 days ago


Southport, Sefton, United Kingdom Ferguson Dean Full time
Job Overview

Ferguson 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 Responsibilities
  • Provide full paraplanning support to Advisers.
  • Undertake research and production of reports.
  • Deal with client queries as required.
Requirements
  • Experience in paraplanning and technical support.
  • CII Diploma or close to completion.
  • Knowledge of major software packages and platforms/providers.
About Ferguson Dean
  • A successful Wealth Management firm with a strong focus on HNW and UHNW clients.
  • The company is looking to expand its team and provide opportunities for career growth.


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