Wealth Management Professional

4 weeks ago

Chester, Cheshire, United Kingdom Ferguson Dean Full time
About the Role

Ferguson Dean is seeking a skilled Paraplanner to join their technical team in Chester. As a regional Wealth Management firm, we are committed to staff development and offer internal opportunities for senior and financial advice roles.

This is an excellent opportunity for a motivated individual to work one-on-one with a Senior Adviser, focusing on HNW clients with assets exceeding £250k.

Key Responsibilities
  • Conduct thorough reviews of clients' financial situations
  • Prepare comprehensive reports, including standard paragraphs and free-text analysis
  • Undertake market research to identify opportunities and risks
  • Collaborate with the team to deliver exceptional client service
  • Stay up-to-date on market trends and global economic situations
  • Utilize cash flow modeling and lifestyle planning as required
  • Work with external DFMs as necessary
  • Attend client meetings as required
Requirements
  • Diploma Level 4 or higher, with a goal of achieving Chartered status
  • Experience working with HNW and UHNW clients
  • Strong writing and research skills
What We Offer
  • A competitive salary range of £35k-£45k
  • Executive benefits and internal career advancement opportunities

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