Investment Support Specialist

1 week ago


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

We are seeking a highly skilled Paraplanner to join our team at Ferguson Dean, a leading national DFM. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.

Key Responsibilities
  • Undertake comprehensive reviews of clients' financial situations, identifying areas for improvement and developing tailored solutions.
  • Prepare detailed reports, utilizing your research skills to provide insightful analysis and recommendations.
  • Conduct thorough market research, staying up-to-date on global market trends and economic conditions.
  • Collaborate closely with our Financial Planners and other team members to ensure seamless delivery of services.
  • Develop and maintain strong relationships with clients, providing exceptional communication and support.
  • Utilize cash flow modeling and lifestyle planning tools to create personalized financial plans.
  • Work closely with our DFM team to ensure alignment with our investment strategies.
  • Attend client meetings, presenting complex financial information in a clear and concise manner.
Requirements
  • Dip Level 4 or equivalent qualification in a related field.
  • Experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
  • Excellent research and writing skills, with the ability to produce high-quality reports.


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