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Pensions Management Professional

2 months ago


Birkenhead, Wirral, United Kingdom Ferguson Dean Full time £250,000

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.