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Paraplanner (Pensions Management) - Technical Support Specialist

2 months ago

Warrington, Warrington, United Kingdom Ferguson Dean Full time
About the Role

Ferguson Dean, a leading regional Chartered Financial Planning practice, is seeking two experienced Paraplanners to join their team in a remote or home-based capacity. As a key member of the team, you will provide high-level client support to a Chartered Adviser with clients across the North West, covering both accumulation and retirement phases.

Key Responsibilities
  • Work closely with a Chartered Adviser to deliver exceptional client support
  • Attend team meetings as required, either in-person or remotely
  • Utilize expertise in major software packages and a range of platforms/providers
What We Offer
  • Excellent salary and compensation package
  • Study support and defined career path
  • Excellent benefits and pension
Our Commitment to Diversity and Inclusivity

Ferguson Dean is committed to creating an inclusive and diverse work environment that values and respects all individuals. We believe that a diverse team brings unique perspectives and ideas, driving innovation and excellence in our practice.