Financial Planning Assistant
2 weeks ago
Job Summary
Ferguson Dean, a rapidly expanding regional financial services firm, is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service.
Key Responsibilities
- Undertake comprehensive reviews of clients' financial situations to identify areas for improvement.
- Prepare detailed reports, including financial analysis and recommendations, to present to clients and advisors.
- Conduct thorough market research to stay up-to-date on the latest financial trends and products.
- Collaborate with our team of financial advisors to ensure seamless client service and support.
- Stay informed about market positions and global economic situations to provide expert advice to clients.
- Utilize cash flow modeling and lifestyle planning tools to help clients achieve their financial goals.
- Attend client meetings as required to provide support and guidance.
Requirements
- Dip Level 4 qualification in a relevant field.
- Experience working with high net worth (HNW) and ultra-high net worth (UHNW) clients.
- Excellent writing and research skills, with the ability to produce high-quality reports and presentations.
What We Offer
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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