Technical Support Specialist

5 days ago


Wrexham, Wrexham, United Kingdom Ferguson Dean Full time
Job Description

A leading regional Wealth Management firm in Wrexham is seeking an experienced paraplanner to join their technical team. With a strong focus on professional development, they provide excellent support for all technical staff to attain Diploma and Chartered status.

Key Responsibilities:

  • Conduct thorough reviews of client portfolios.
  • Prepare detailed reports using standard paragraphs and free-text options.
  • Carry out comprehensive market research to identify opportunities and threats.
  • Collaborate closely with the team to ensure seamless delivery of services.
  • Stay up-to-date with market trends and global developments.
  • Utilize cash flow modeling and lifestyle planning techniques as required.
  • Attend client meetings as necessary.

Requirements:

  • CII Dip or equivalent qualification desirable but not essential.
  • Experience working with high net worth (HNW) and ultra-high net worth (UHNW) clients beneficial.
  • Strong writing skills and ability to undertake research.

Salary Package:

  • Competitive salary: £30k-£45k per annum.


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