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About Ferguson Dean
Ferguson Dean is a leading national IFA practice with a strong presence in the Wirral region. We are a multi-office firm with a defined career path in place, offering excellent opportunities for growth and development.
Job Summary
We are seeking a highly skilled Paraplanner to join our team in the Wirral office. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality advice to our clients.
Key Responsibilities
- Assist financial planners in the preparation of client reports and presentations
- Conduct research and analysis to support the development of financial plans
- Provide administrative support to the financial planning team
- Develop and maintain knowledge of financial products and services
Requirements
- Excellent knowledge of financial software packages and range of platforms/providers
- Strong analytical and problem-solving skills
- Ability to work effectively in a team environment
- Excellent communication and interpersonal skills
What We Offer
Ferguson Dean offers a competitive salary, study support, and a defined career path with excellent benefits and pension. We are committed to providing a supportive and inclusive work environment that allows our employees to thrive and grow.