Ferguson Dean, a leading boutique Wealth Management firm in Manchester, is seeking a Financial Planning Assistant to support three Advisers, including the MD, and assist the paraplanning team. The candidate should ideally have experience with IO and an IFA background. Responsibilities include all new business administration, managing the IO CRM, preparing suitability reports, and overall support for key stakeholders. The position offers study support for the CII Diploma along with a competitive salary and benefits.
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