Wealth Management Specialist Assistant

2 weeks ago


Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

We are seeking a skilled Paraplanner to join our Wealth Management practice in Wrexham.

About the Role:
  • This is an exciting opportunity to work with a leading regional firm, supporting a team of experienced advisers and directors.
  • As a Paraplanner, you will play a key role in delivering high-quality services to our clients, including undertaking reviews and preparing reports.
  • You will have the opportunity to develop your skills and knowledge through ongoing training and support.
  • The successful candidate will be highly motivated and organized, with excellent communication and analytical skills.

Salary Package: The salary for this role is estimated to be in the range of £38,000 - £55,000 per annum, depending on experience.

Ferguson Dean is committed to providing a supportive and inclusive working environment, with opportunities for career progression and professional development.



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