Financial Planning Professional
2 days ago
A prestigious Wealth Management firm, Ferguson Dean, in Southport is seeking a skilled Financial Planning Professional to enhance their team. With a focus on High Net Worth and Ultra High Net Worth clients, the ideal candidate will have experience with prominent systems such as Investment Operations and Dynamic Planner. Although training will be provided for required software, technical expertise is essential for growth.
**Compensation Package**
- An attractive salary of £45,000 - £60,000 per annum, commensurate with experience, providing a competitive edge in the industry.
**Role Overview**
- As a key member of the team, you will provide comprehensive technical support to an experienced Adviser, working together to deliver exceptional client service.
- Key responsibilities include:
- Full paraplanning support, ensuring seamless execution of financial plans.
- Undertaking in-depth research and producing high-quality reports to inform client decisions.
- Handling client inquiries professionally and efficiently.
- Attending team meetings to stay informed and aligned with company objectives.
- Performing other duties as required to contribute to the success of the team.
**Ideal Candidate Profile**
- 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 desirable.
**What's Next**
- We invite applicants to submit their CVs for review and confidential discussion regarding this exciting opportunity.
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