Ferguson Dean in Wrexham is seeking a proactive paraplanner to join its technical team within a leading regional wealth management practice. You will support advisers and directors, prepare client reports and perform market research, while ensuring up-to-date knowledge of market positions and planning tools.
The role involves reviewing client portfolios, using cash flow modelling and lifestyle planning, attending client meetings, and contributing to the team's drive toward Diploma and Chartered
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Wealth Paraplanner - Reports, Research & Cash Flow in Wrexham employer: Ferguson Dean
Ferguson Dean is an exceptional employer that prioritises employee well-being and professional growth, offering a fully remote working environment with all necessary equipment provided. With a strong focus on collaboration and continuous learning, employees are encouraged to stay informed about market trends while contributing to meaningful client outcomes, making it a rewarding place for paraplanners to thrive in their careers.
