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Paraplanner - Technical Support Specialist

2 months ago

Chester, Cheshire, United Kingdom Ferguson Dean Full time
Job Description

Ferguson Dean, a leading regional Wealth Management firm, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will work closely with a Senior Adviser to provide exceptional support and services to high net worth clients.


Key Responsibilities:

  • Undertake comprehensive reviews of clients' financial situations and provide expert analysis and recommendations.
  • Prepare detailed reports, including financial statements and market research, to support client decision-making.
  • Conduct thorough market research and stay up-to-date on global market trends and economic conditions.
  • Collaborate with the team to deliver exceptional client service and support.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Utilize cash flow modeling and lifestyle planning tools to provide tailored solutions for clients.
  • Work with external investment managers as required to ensure seamless client service.
  • Attend client meetings and provide expert support and guidance.


Requirements:

  • Diploma Level 4 or higher in a relevant field, with a strong desire to pursue Chartered status.
  • Proven experience working with high net worth and ultra-high net worth clients.
  • Excellent writing and research skills, with the ability to produce high-quality reports and analysis.


About Ferguson Dean:

  • Ferguson Dean is a respected regional Wealth Management firm, committed to delivering exceptional client service and support.
  • We offer a dynamic and supportive work environment, with opportunities for professional growth and development.


Next Steps:

  • Contact us to discuss this exciting opportunity and learn more about our team and culture.