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Paraplanner - Financial Planning Specialist

2 months ago

Knutsford, Cheshire East, United Kingdom Ferguson Dean Full time
Job Opportunity at Ferguson Dean

A leading financial services firm, Ferguson Dean, is seeking a skilled Paraplanner to join their team. As a national IFA practice, they provide comprehensive financial planning services to high net worth individuals and families.

**Key Responsibilities:**

  • Conduct thorough reviews of clients' financial situations to identify areas for improvement.
  • Prepare detailed reports, including financial analysis and recommendations, to support clients' financial goals.
  • Research and analyze market trends, economic conditions, and global events to inform financial planning decisions.
  • Collaborate with financial planners and other team members to deliver exceptional client service.
  • Stay up-to-date on industry developments and best practices to ensure the highest level of expertise.

**Ideal Candidate:**

  • Hold a Dip Level 4 qualification or equivalent experience.
  • Have a proven track record of working with high net worth and ultra-high net worth clients.
  • Excellent writing and research skills, with the ability to communicate complex financial concepts in a clear and concise manner.

**What We Offer:**

  • A competitive salary and executive benefits package.
  • The opportunity to work with a reputable and established financial services firm.
  • A collaborative and supportive team environment.