Technical Support Specialist

2 days ago


Southport, Sefton, United Kingdom Ferguson Dean Full time

Ferguson Dean, a leading Wealth Management practice, is expanding its team by seeking a skilled Technical Support Specialist in Southport. The successful candidate will work closely with an experienced Adviser to deliver exceptional client service, leveraging expertise in prominent systems like IO and Dynamic Planner. Training will be provided for required software, but technical acumen is crucial for growth.

**Benefits Package**

  • An attractive salary of £45,000 - £60,000 per annum, reflecting the firm's commitment to rewarding talent.

**Job Description**

  • Key responsibilities include:
    • Providing comprehensive technical support to ensure seamless delivery of financial plans.
    • Conducting thorough research and producing high-quality reports to inform client decisions.
    • Responding to client inquiries with professionalism and efficiency.
    • Attending team meetings to align with company objectives and goals.
    • Contributing to the success of the team through various duties as required.

**Requirements**

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

**Next Steps**

  • We welcome applications from qualified candidates, who will undergo a review and confidential discussion regarding this opportunity.


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