Ferguson Dean
Paraplanner
Chester
Posted about 22 hours ago
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Package
- Excellent salary
- Study support
- Defined career path
- Excellent benefits and pension
The company
A regional firm, specialising in holistic independent advice.
The Role
- Working with clients broadly in the £250k plus space but working on a generalist basis, providing full support to the team of Advisers.
- Undertaking research and production of reports
- Dealing with client queries as required
- Attending team meetings as required, in face or remote.
- Being the first point of contact for clients
- Other duties as required
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The candidate
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Your very own career expert that helps elevate your application to the next level.
- Experienced in paraplanning and technical support.
- Ideally CII Dip or close to.
- Experience of all major software packages and range of platforms/providers.
Next steps
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Skills
Paraplanning
Technical support
Research
Report production
Client relationship management
Financial software proficiency
Location