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Paraplanner - Financial Planning Specialist

2 months ago

Knutsford, Cheshire East, United Kingdom Ferguson Dean Limited Full time
Ferguson Dean Limited is seeking a skilled Paraplanner to join their team. The ideal candidate will have a Dip Level 4 qualification and experience working with High Net Worth and Ultra High Net Worth clients. The successful candidate will be responsible for undertaking reviews for clients, preparing reports, and conducting whole-of-market research. They will also work collaboratively with the team to provide excellent client service. The company offers a competitive salary, executive benefits, and opportunities for professional development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.

**Job Responsibilities:**

* Undertake reviews for clients to ensure their financial plans are aligned with their goals
* Prepare reports and presentations to communicate complex financial information to clients
* Conduct whole-of-market research to identify the best financial products and services for clients
* Work collaboratively with the team to provide excellent client service
* Stay up-to-date with market positions and global situations to provide informed advice to clients

**Requirements:**

* Dip Level 4 qualification
* Experience working with High Net Worth and Ultra High Net Worth clients
* Excellent communication and interpersonal skills
* Ability to work collaboratively as part of a team
* Strong attention to detail and organizational skills

**What We Offer:**

* Competitive salary
* Executive benefits
* Opportunities for professional development
* Collaborative and dynamic work environment

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.