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Paraplanner - Financial Planning Specialist

2 months ago

Salford, Salford, United Kingdom Ferguson Dean Full time
About Ferguson Dean

Ferguson Dean is a leading national financial services firm with a strong presence in the UK market.

Job Summary

We are seeking a highly skilled Paraplanner to join our team in a key role that will support our financial planning and wealth management services.

Key Responsibilities
  • Undertake comprehensive reviews of clients' financial situations to identify areas for improvement and develop tailored solutions.
  • Prepare detailed reports and recommendations for clients, utilizing cash flow modeling and lifestyle planning techniques as required.
  • Conduct thorough market research to stay up-to-date on market trends and global economic situations.
  • Collaborate closely with our team of financial advisors to deliver exceptional client service and support.
  • Develop and maintain strong relationships with clients, understanding their unique needs and goals.
  • Stay current with industry developments and best practices, applying this knowledge to enhance our services and client outcomes.
Requirements
  • Degree in a relevant field or equivalent experience.
  • Proven experience in financial planning and wealth management, with a focus on high net worth and ultra-high net worth clients.
  • Excellent written and verbal communication skills, with the ability to craft compelling reports and presentations.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
  • Ability to work independently and as part of a team, with a strong focus on delivering exceptional client service.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development, with a focus on supporting your career goals.
  • A dynamic and supportive work environment, with a strong team culture.