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Wealth Management Assistant

2 months ago

Chester, Cheshire, United Kingdom Ferguson Dean Full time

About Ferguson Dean

Ferguson Dean is a leading regional Wealth Management firm dedicated to providing exceptional financial services to high net worth individuals. Our team is committed to delivering tailored solutions and expert advice to help our clients achieve their financial goals.

Job Summary

We are seeking a skilled Paraplanner to join our technical team. As a Paraplanner, you will play a crucial role in supporting our Senior Advisers in delivering high-quality financial advice to our clients. Your primary responsibilities will include:

  • Client Review and Reporting
    • Undertaking thorough reviews of clients' financial situations to identify areas for improvement
    • Preparing detailed reports and recommendations to support our Senior Advisers in their advice
  • Market Research and Analysis
    • Conducting in-depth research on the financial markets to stay up-to-date on market positions and global situations
    • Providing analysis and insights to support our Senior Advisers in their decision-making
  • Collaboration and Communication
    • Working closely with our team to ensure seamless delivery of financial services to our clients
    • Communicating effectively with clients and internal stakeholders to ensure their needs are met

Requirements

To be successful in this role, you will need:

  • Relevant Qualifications
    • Diploma Level 4 or higher in a relevant field, ideally working towards Chartered status
  • Experience and Skills
    • Proven experience of 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

What We Offer

Ferguson Dean offers a competitive salary and benefits package, as well as opportunities for professional development and career advancement. If you are a motivated and experienced Paraplanner looking for a new challenge, we encourage you to apply for this exciting opportunity.