Financial Planning Assistant

4 weeks ago


Accrington, United Kingdom Ferguson Dean Full time
About the Role

Ferguson Dean is seeking a skilled Paraplanner to join their team in a hybrid role, split between the office and working from home. The regional office has five Advisers and has the funds to acquire other practices in the region, offering ample scope for growth.

The successful candidate will receive excellent salary and benefits, as well as opportunities for Chartered and internal progression.

Key Responsibilities
  • Undertake reviews for clients and prepare reports using standard paragraphs and free text
  • Conduct research and work collaboratively with the team
  • Keep up to date on market positions and global situations
  • Use cash flow modelling and lifestyle planning as required
  • Attend client meetings as necessary
Requirements
  • CII Dip Level 4 or equivalent
  • Experience working with HNW and UHNW clients
  • Strong writing and research skills
What's Next

Contact Ferguson Dean via email for a confidential discussion and review of the opportunity and process.



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