Current jobs related to IFA Practice Support - Knutsford, Cheshire East - Ferguson Dean

  • IFA Administrator

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Bond Rec Full time

    {"title": "Job Description", "content": "Job Title: IFA AdministratorBond Rec is seeking a highly organized and detail-oriented IFA Administrator to join our Client Services team. As an IFA Administrator, you will play a crucial role in supporting our team of client-facing advisers in delivering exceptional client service.Key Responsibilities:Process new...

  • IFA Administrator

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Bond Rec Full time

    {"title": "Job Description", "content": "Job Title: IFA AdministratorBond Rec is seeking a highly organized and detail-oriented IFA Administrator to join our Client Services team. As an IFA Administrator, you will play a crucial role in supporting our team of client-facing advisers in delivering exceptional client service.Key Responsibilities:Process new...

  • IFA Administrator

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Bond Rec Full time

    Job Title: IFA AdministratorJob Summary:We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Bond Rec. As an IFA Administrator, you will be responsible for providing administrative support to our client-facing advisers, ensuring the efficient and robust delivery of our client and service propositions.Key...

  • Administrative Assistant

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Bond Rec Full time

    Job Title: Administrative Assistant - IFA Client ServicesJob Summary: We are seeking an experienced Administrative Assistant to join our IFA Client Services team at Bond Rec. The successful candidate will be responsible for providing administrative support to our client-facing advisers and ensuring the efficient processing of new business.Key...

  • IFA Administrator

    1 week ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    Job Title: IFA AdministratorJob Description:NJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. The firm has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating their commitment to providing high levels of professionalism to clients and employees alike.An exciting...

  • IFA Administrator

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Bond Rec Full time

    Job OverviewBond Rec is seeking a highly skilled and motivated IFA Administrator to join its Client Services team. The successful candidate will be responsible for providing administrative support to the team, ensuring the efficient processing of new business and proactive ongoing client management.The ideal candidate will have a good understanding of the...

  • IFA Administrator

    1 month ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    NJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Our client, a Chartered firm, is committed to providing high levels of professionalism to clients and employees alike. An exciting opportunity has arisen for an ambitious and talented candidate to join their expanding team. Working from a dynamic and supportive...

  • IFA Administrator

    1 month ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    NJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Our client, a Chartered firm, is committed to providing high levels of professionalism to clients and employees alike. An exciting opportunity has arisen for an ambitious and talented candidate to join their expanding team. Working from a dynamic and supportive...

  • IFA Administrator

    1 month ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    NJR Recruitment is proud to partner with a forward-thinking firm of high net worth wealth planners. This exciting opportunity is available for a talented and ambitious individual to join their expanding team. As a result of being awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to delivering exceptional...

  • IFA Administrator

    1 month ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    NJR Recruitment is proud to partner with a forward-thinking firm of high net worth wealth planners. This exciting opportunity is available for a talented and ambitious individual to join their expanding team. As a result of being awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to delivering exceptional...

  • Financial Planning Assistant

    1 week ago

    Knutsford, Cheshire East, United Kingdom Mitchell Hall Consulting Full time

    Bespoke Wealth Management Practice is seeking an experienced Paraplanner to join their successful team in Knutsford.As a pivotal member of the team, you will be responsible for client reports, platform work & analysis, and providing full Paraplanner support to Financial Planners.The role offers a competitive salary of up to £36,000 per annum, flexible...

  • Financial Planning Administrator

    4 weeks ago

    Knutsford, Cheshire East, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator Job OpportunityWe are seeking an experienced IFA Administrator to join our client's team in Knutsford. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications for key financial productsSubmit transaction and trade...

  • Financial Planning Administrator

    4 weeks ago

    Knutsford, Cheshire East, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator Job OpportunityWe are seeking an experienced IFA Administrator to join our client's team in Knutsford. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications for key financial productsSubmit transaction and trade...

  • Administrative Support Specialist

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    Job Title: IFA AdministratorJob Summary:NJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. The firm has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating their commitment to providing high levels of professionalism to clients and employees alike.Key Responsibilities:...

  • IFA Business Support Specialist

    4 days ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    Job DescriptionNJR Recruitment is working in partnership with a unique and modern firm of High Net Worth (HNW) Wealth Planners, which has been awarded Chartered status from the Chartered Insurance Institute in 2013.The successful candidate will be responsible for providing full business support to a team of Chartered Financial Consultants and Technical...

  • IFA Business Support Specialist

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    Business Support Opportunity with HNW Wealth PlannersNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners, who have been awarded 'Chartered' status from the Chartered Insurance Institute in 2013. This prestigious firm is committed to providing high levels of professionalism to clients and employees alike.Key...

  • IFA Business Support Specialist

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Careers Full time

    Job Summary:NJR Recruitment Careers is working in partnership with a unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to providing high levels of professionalism to clients and employees alike.An exciting opportunity is available for an ambitious and...

  • Senior Financial Planning Specialist

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Job Title: Senior Financial Planning SpecialistEventus Recruitment Cheshire is seeking a Senior Financial Planning Specialist to join a highly successful IFA Financial Planning business based near Knutsford, Cheshire. This is a great opportunity to join a reputable, modern Financial Planning company with an affluent high net worth client base.Key...

  • IFA Administrator

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    NJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. This exciting opportunity is available for an ambitious and talented candidate to join their expanding team. As a Chartered firm, our client is committed to providing high levels of professionalism to clients and employees alike. The successful candidate will...

  • IFA Administrator

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    NJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. This exciting opportunity is available for an ambitious and talented candidate to join their expanding team. As a Chartered firm, our client is committed to providing high levels of professionalism to clients and employees alike. The successful candidate will...

IFA Practice Support

2 months ago

Knutsford, Cheshire East, United Kingdom Ferguson Dean Full time

**About Ferguson Dean**

Ferguson Dean is a well-established national IFA firm with a strong reputation in the industry. We are seeking a skilled Paraplanner to join our team in a key role.

**Job Summary**

We are looking for a highly motivated and experienced Paraplanner to support our financial planners in delivering exceptional client service. The successful candidate will be responsible for undertaking reviews for clients, preparing reports, conducting whole-of-market research, and working collaboratively with the team.

**Key Responsibilities**

  • Undertake reviews for clients to ensure their financial plans are aligned with their goals and objectives.
  • Prepare comprehensive reports, including standard paragraphs and free text, to present to clients and financial planners.
  • Conduct thorough whole-of-market research to identify suitable investment options for clients.
  • Work collaboratively with the financial planning team to deliver high-quality client service.
  • Stay up-to-date with market positions and global situations to provide informed advice to clients.
  • Use cash flow modelling and lifestyle planning as required to support client decisions.
  • Attend client meetings as required to discuss financial plans and provide guidance.

**Requirements**

  • Hold a Dip Level 4 qualification or equivalent experience.
  • Have experience working with high net worth (HNW) and ultra-high net worth (UHNW) clients.
  • Be an excellent writer and researcher, able to produce high-quality reports and conduct thorough research.