Wealth Management Professional
3 days ago
We Are Seeking a Dedicated Professional:
Ferguson Dean is looking for a skilled Wealth Management Professional to join their technical team in Wrexham. As a key member of the team, you will be responsible for conducting thorough client reviews and preparing comprehensive reports.
About the Role:
This is an exciting opportunity to work with a successful firm nationally, offering a competitive salary of £42,500 - £62,500 per annum, plus excellent executive benefits and internal prospects.
Your Key Responsibilities Will Include:
- Preparing comprehensive reports using standard paragraphs and free-text formats.
- Carrying out market research to identify suitable investment opportunities.
- Collaborating closely with the rest of the team to achieve common goals.
- Staying up-to-date on market trends and global economic situations.
- Utilizing cash flow modelling and lifestyle planning techniques as required.
- Attending client meetings to discuss financial strategies and provide recommendations.
What We Are Looking For:
- A CII Diploma or equivalent qualification.
- Previous experience working with HNW and UHNW clients.
- Excellent writing skills and research abilities.
-
Wealth Management Paraplanner
24 hours ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeWealth Management Paraplanner RoleArtemis Recruitment Consultants Ltd is seeking a skilled Wealth Management Paraplanner to join our team. As a Wealth Management Paraplanner, you will play a key role in providing support to our wealth management advisors and working closely with clients to understand their financial goals and develop tailored solutions.The...
-
Experienced Wealth Management Professional
4 weeks ago
Wrexham, Wrexham, United Kingdom Ellis James Partners Ltd Full timeJob Overview:We are seeking an experienced Paraplanner to join our dynamic Wealth Management Practice in Wrexham. As a key member of our team, you will be responsible for providing research and technical support to our Advisors. If you have a strong background in financial products and compliance, excellent communication skills, and proficiency with IT...
-
Wealth Management Advisor
6 days ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanning OpportunityA reputable Wealth Management Practice seeks a skilled Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in delivering high-quality financial services to clients across the UK.Key TasksDeliver comprehensive suitability letters for clients.Prepare product illustrations for various financial...
-
Wealth Management Specialist
6 days ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeWe are looking for a highly skilled Financial Planner Associate to join our team at Ferguson Dean, a regional Wealth Management practice in Wrexham. In this role, you will have the opportunity to work on a collaborative basis with the rest of the team, providing high-quality support to Advisers and Directors.**Compensation:** The annual salary range for this...
-
Wealth Management Paraplanner Role
1 day ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the Job: A Paraplanner role has arisen within a Wealth Management Practice. The ideal candidate will have experience in pensions, investments, mortgages, and protection, as well as good IT skills and knowledge of regulatory requirements.Job Requirements:Writing suitability letters on a range of topics.Preparing product illustrations for various...
-
Paraplanning Professional
10 hours ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeAbout the Role:Ferguson Dean, a reputable regional Wealth Management practice, is looking for a skilled Paraplanner to join their technical team in Wrexham. As a Paraplanner, you will play a vital role in supporting Advisers and Directors, contributing to the delivery of high-quality financial services.**Key Highlights:**Competitive salary range of...
-
Financial Planner Associate
6 days ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeFerguson Dean, a reputable Wealth Management practice, is seeking a talented Wealth Management Specialist to join their technical team. This role offers an exciting opportunity for a motivated individual to work closely with Advisers and Directors, supporting them in achieving Diploma and Chartered status.**Job Highlights:**Annual salary: £40,000 -...
-
Paraplanning and Advice Coordinator
2 days ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanning and Advice Coordinator JobArtemis Recruitment Consultants Ltd is seeking a skilled Paraplanning and Advice Coordinator to join our team. As a Paraplanning and Advice Coordinator, you will play a key role in supporting our wealth management advisors and working closely with clients to understand their financial goals and develop tailored...
-
Dynamic Paraplanner Role
4 weeks ago
Wrexham, Wrexham, United Kingdom Ellis James Partners Ltd Full timeWealth Management Opportunity:A challenging and rewarding role awaits an experienced Paraplanner at Ellis James Partners Ltd. Our dynamic Wealth Management Practice offers a unique opportunity for career growth, with a focus on delivering exceptional client services. If you have a passion for finance and are looking to take your skills to the next level, we...
-
Paraplanner Role
1 month ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeA leading regional Wealth Management practice in Wrexham is seeking a skilled Paraplanner to join their technical team. The company fully supports staff in achieving Diploma and Chartered status. The Paraplanner will work closely with Advisers and Directors on a workflow basis, undertaking client reviews, and preparing reports on market positions and global...
-
Facilities Management Professional
4 weeks ago
Wrexham, Wrexham, United Kingdom FCC Environment Full timeJob Description:FCC Environment seeks a skilled Facilities Management Professional to oversee the management of its operational facilities at Wrexham Recycling Park. The successful candidate will be responsible for ensuring regulatory compliance, implementing SHEQ values, and promoting good practice.About the Role:This is a full-time position offering...
-
Arrears Management Professional
6 days ago
Wrexham, Wrexham, United Kingdom Brook Street UK Full timeJoin Our Credit Control TeamWe are looking for an experienced Arrears Management Professional to join our Credit Control Team at Brook Street UK.The successful candidate will be responsible for managing arrears and ensuring timely payment from customers. This includes analyzing customer payment patterns, providing personalized advice and negotiating payment...
-
Financial Paraplanner Specialist
6 days ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleA highly skilled and experienced Paraplanner is sought for a dynamic Wealth Management Practice. As a key member of our team, you will play a pivotal role in providing expert financial advice to individuals and businesses across the UK.Key ResponsibilitiesWrite comprehensive suitability letters on a wide range of topics.Prepare accurate product...
-
UK Financial Services Advisor
3 days ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeRole Overview: We are seeking a skilled Paraplanner to join our Wealth Management team. The successful candidate will provide expert financial advice to clients across the UK, using their knowledge of pensions, investments, and other financial products.Key Skills and Qualifications:Experience in writing suitability letters for various financial...
-
Factory Management Professional
1 week ago
Wrexham, Wrexham, United Kingdom CV-Library Full timeAre you looking for a challenging and rewarding career opportunity in the food manufacturing sector? Vickerstock is seeking an experienced Production Manager to join their Wrexham-based team.About the JobThis role offers a unique opportunity to drive manufacturing excellence, lead a high-performing team, and contribute to the company's success. As a key...
-
Welsh Speaking Management Professional
4 weeks ago
Wrexham, Wrexham, United Kingdom Focus Resourcing Group Full timeWe are seeking a skilled Welsh Speaking Management Assessor to join our team at Focus Resourcing Group on a maternity contract for 1 year, with the option to go permanent following this.This role will be covering North Wales and will be fully remote, allowing candidates to work from anywhere in Wales with occasional travel to Cardiff.In this key position,...
-
Financial Support Specialist
5 days ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeFerguson Dean, a leading regional Wealth Management practice in Wrexham, seeks an experienced Paraplanner to join their technical team. With approximately 50 employees, they have established themselves as a true success story in the region and one of the leading firms nationally in their group.**Job Summary:**We are offering an excellent salary ranging from...
-
Paraplanning Expert
6 days ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeFerguson Dean, a leading regional Wealth Management practice in the UK, is seeking an experienced Paraplanning Expert to join their technical team. This role offers an excellent opportunity for a skilled professional to work on a workflow basis with Advisers and Directors, providing high-quality support in attaining Diploma and Chartered status.**Salary:**...
-
Paraplanning Expert Role UK
6 days ago
Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionThis exciting opportunity has arisen within a successful Wealth Management Practice for an experienced Paraplanner. The ideal candidate will possess strong analytical skills, attention to detail, and excellent communication abilities.ResponsibilitiesDevelop and maintain relationships with clients, providing personalized financial...
-
Wrexham, Wrexham, United Kingdom BASC Full timeJob Title: Facilities Operations and Risk Management ProfessionalSalary: Competitive, with an estimated £45,000 to £65,000 per annum, depending on the option for accommodation provided.Location: Head office-based in a scenic area near Chester.We are seeking a highly motivated and enthusiastic individual to manage our facilities operations and ensure a safe...