At a Glance
- Tasks: Support Advisers by providing technical assistance and conducting research for high-net-worth clients.
- Company: Ferguson Dean, a dynamic firm focused on wealth management.
- Benefits: Competitive salary, team-oriented culture, and opportunities for professional growth.
- Other info: Engaging work environment with a focus on client interaction and investment portfolios.
- Why this job: Join a passionate team and make a difference in the lives of high-net-worth clients.
- Qualifications: Strong paraplanning experience and ideally a CII Diploma required.
The predicted salary is between 40000 - 50000 £ per year.
Ferguson Dean is seeking a Paraplanner in Wilmslow to support Advisers in managing high-net-worth clients. Responsibilities include providing technical support, conducting research, and handling client queries.
The role requires strong paraplanning experience and ideally a CII Diploma. You'll work in a team-oriented environment, focusing on clients with investment portfolios ranging from £500k to £10m, making it essential to have relevant client interaction experience.
Client-Facing Paraplanner for HNW/UHNW Wealth in Wilmslow employer: Ferguson Dean
Ferguson Dean is an exceptional employer, offering a collaborative and supportive work culture in the heart of Wilmslow. With a focus on professional development, employees are encouraged to grow their skills and advance their careers while working with high-net-worth clients in a dynamic environment. The company values its team members, providing them with the resources and opportunities needed to thrive in their roles.
