Financial Analyst Coordinator

3 weeks ago


Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

The role of a Paraplanner at Ferguson Dean is to provide exceptional support to our Wealth Management team.

Key Responsibilities:
  • Undertake in-depth client reviews and prepare comprehensive reports.
  • Conduct thorough market research and analysis to inform investment decisions.
  • Collaborate closely with the technical team to ensure seamless delivery of services.
  • Stay up-to-date on global market trends and positions.
  • Utilize cash flow modeling and lifestyle planning techniques as required.
  • Attend client meetings as needed.

The ideal candidate will possess excellent analytical and communication skills, with a strong ability to work collaboratively within a team environment. A CII Diploma or equivalent qualification is desirable, but not essential.

Estimated Salary: £38,000 - £55,000

Ferguson Dean offers a dynamic and supportive working environment, with opportunities for professional development and growth.


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