Paraplanner - Technical Support Specialist
4 days ago
Job Opportunity at Ferguson Dean
About the Role
Ferguson Dean, a leading regional wealth management firm, is seeking a skilled Paraplanner to join their technical team. As a Paraplanner, you will play a crucial role in supporting the Senior Advisers in delivering exceptional client service.
Key Responsibilities
- Undertake comprehensive reviews of clients' financial situations to identify areas for improvement.
- Prepare detailed reports, including standard paragraphs and free-text sections, to present findings and recommendations to clients.
- Conduct thorough research on the whole market to stay up-to-date on market positions and global situations.
- Collaborate with the team to ensure seamless delivery of services to clients.
- Stay current with market trends and global developments to provide informed advice to clients.
- Utilize cash flow modeling and lifestyle planning tools as required to provide tailored solutions to clients.
- Work with external discretionary fund managers (DFMs) as needed to ensure clients receive the best possible service.
- Attend client meetings as required to provide support and guidance.
Requirements
- Diploma Level 4 or higher in a relevant field, with a strong desire to pursue Chartered status.
- Experience working with high net worth (HNW) and ultra-high net worth (UHNW) clients.
- Excellent writing and research skills, with the ability to produce high-quality reports and presentations.
What We Offer
Ferguson Dean provides a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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