Financial Planning Paraplanner

4 weeks ago


StokeonTrent, Stoke-on-Trent, United Kingdom Ferguson Dean Full time

About Ferguson Dean

A prominent regional Financial Advisory firm is seeking two paraplanners to enhance their technical support division. As part of a larger organization, they have experienced significant growth recently, successfully integrating various smaller practices into their operations. Consequently, they are looking to bolster their support team.

Compensation Package

  • Competitive salary
  • Support for professional development
  • Clear career progression opportunities
  • Comprehensive benefits and pension plan

Company Overview

A Chartered Financial Advisory firm dedicated to providing exceptional service.

Role Responsibilities

  • Collaborating closely with a Chartered Adviser serving clients in the Staffordshire area
  • Delivering comprehensive technical assistance
  • Conducting research and generating detailed reports
  • Addressing client inquiries as necessary
  • Participating in team meetings, whether in-person or virtually
  • Performing additional tasks as required

Candidate Profile

  • Proven experience in paraplanning and technical support roles
  • Preferably holding a CII Diploma or nearing completion
  • Familiarity with major software applications and a variety of platforms/providers

Next Steps

Interested candidates are encouraged to submit their CV for a confidential discussion regarding this opportunity.



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