Wealth Management Specialist Assistant
2 weeks ago
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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Wealth Management Paraplanner
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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...
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Wealth Management Assistant
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Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeJoin Ferguson Dean's dynamic team as a skilled Paraplanner and be part of our mission to provide exceptional wealth management services to our clients.**About the Role:**This is an exciting opportunity to work with a highly respected regional Wealth Management practice in Wrexham. As a Paraplanner, you will play a vital role in supporting our Advisers and...
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Wealth Management Specialist
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Wealth Management Analyst
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Wealth Management Specialist
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Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeJob Description:A leading regional Wealth Management firm, Ferguson Dean, is seeking a skilled Paraplanner to join their technical team in Wrexham. This is an excellent opportunity for a motivated individual to work on a workflow basis with Advisers and Directors, supporting technical staff in attaining Diploma and Chartered status.**Package Details:**The...
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Wealth Management Paraplanner Role
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Technical Support Specialist
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Financial Planning Assistant
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Teaching Assistant Specialist
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Paraplanning and Advice Coordinator
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Financial Support Specialist
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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...
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Technical Support Specialist
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Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeFerguson Dean, one of the leading firms nationally in their group, is seeking a highly skilled Paraplanner to join their team.ResponsibilitiesUndertake whole-of-market research and provide recommendations to clientsPrepare reports on client financial planning and wealth managementCollaborate with the team to deliver high-quality resultsWe offer an estimated...
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Teaching Assistant Specialist
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Senior Wealth Management Associate
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