Details of the offer

Ferguson Dean – Southport, Borough of Sefton
A long established, successful Wealth Management firm in Southport is looking for a paraplanner to join their team. The practice has recently purchased a local firm in the region and is looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience with major systems such as IO, Dynamic Planner, etc., but training will be provided as required.
Package: Excellent salary, study support, defined career path, excellent benefits, and pension.
The company: A leading Wealth Management practice acquiring retiring client portfolios.
The Role: Working with an Adviser whose firm has been acquired by the practice and providing them with technical support. Providing full paraplanning support. Undertaking research and production of reports. Dealing with client queries as required. Attending team meetings as required, in person or remote. Other duties as required. The candidate: Experienced in paraplanning and technical support. Ideally CII Dip or close to. Experience of all major software packages and a range of platforms/providers. Next steps: Apply with a CV to the email below for a confidential discussion and review of opportunity and process.
#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Jobrapido_Ppc

Job Function:

Requirements

Senior Procurement & Commercial Analyst

Purchasing, Procurement & Inventory (Manufacturing, Transport & Logistics) Government - State (Government & Defence) Full time Water is essential for life. A...


Seqwater - Queensland

Published 6 days ago

Casual Banking Consultant, Bundaberg Qld

Department: AR Branch Network Division: Australia Retail About UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: ...


Australia And New Zealand Banking Group Limited - Queensland

Published 6 days ago

Home & Invesment Lending Manager - Sunnybank Qld

Home & Investment Lending Manager - Sunnybank QLDFull timeAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to impr...


Anz Banking Group - Queensland

Published 6 days ago

Casual Banking Consultant, Bundaberg Qld

Req ID: 80845 Department: AR Branch Network Division: Australia Retail Location: Bundaberg About Us At ANZ, we're shaping a world where people and communitie...


Tideri Jobbörse - Queensland

Published 6 days ago

Built at: 2024-11-22T04:05:39.087Z