Technical Support Specialist
2 days ago
Ferguson Dean, a reputable Wealth Management practice, seeks a highly skilled paraplanner to join their team.
This role involves working closely with an Adviser who has had their firm acquired by the practice, providing technical support and expertise.
About UsFerguson Dean provides expert advice and support to clients through the acquisition of retiring client portfolios.
Key Responsibilities- Undertake research tasks and produce reports as required.
- Deal with client queries and attend team meetings, both face-to-face and remotely.
- Work alongside an Adviser to provide technical support and expertise.
- Proven paraplanning experience with technical support skills.
- CII Diploma or equivalent qualification.
- Knowledge of major software packages and a range of platforms/providers.
An attractive salary, study support, and a comprehensive benefits package, including a pension scheme.
The estimated annual salary for this position is £55,000 - 65,000, depending on experience.
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