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Client-facing paraplanner for hnw/uhnw wealth

Wilmslow
Ferguson Dean
€40,000 a year
Posted: 4h ago
Offer description

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.

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