Senior Manager, Financial Planning

7 hours ago


United Kingdom Ferguson Dean Limited Full time

This position provides the perfect balance of autonomy and collaboration, allowing you to make a significant impact within a dynamic financial planning team. With a hybrid working policy, you can enjoy the flexibility of working from home two days a week, while still engaging with your team in the office. This role also offers continuous professional development, ensuring you stay ahead in a constantly evolving industry.
Assist the Paraplanning team in crafting accurate financial plans and suitability reports. Strategic Implementation: Monitor workload, manage team workflow, and ensure compliance with legislative requirements. Client-Focused Research: Conduct thorough research and analysis to meet client needs, covering areas such as Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments like EIS/VCT/BPR.
Financial Planning Expertise: A deep understanding of the financial planning process, with experience in a Paraplanning role.
Management Experience: Ideally, experience in a management or supervisory role.
Professional Qualifications: Achieved at least Level 4 (CII Diploma in Financial Planning), with a preference for Chartered status or working towards it.
Proficient in Intelligent Office, FE Analytics, Dynamic Planner, and The Exchange.
Flexible and Organised: Able to prioritise tasks effectively, even under tight deadlines.
The hybrid working policy allows for three days in the office and two days working from home, depending on workloads and meetings.


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