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Financial Planning Associate

3 months ago

Knutsford, Cheshire East, United Kingdom Ferguson Dean Limited Full time
Company Overview
A prominent Chartered financial advisory firm is seeking to expand its team with an additional paraplanner.

Role Overview
This position is integral to our client-focused operations, where you will work closely with our advisers to provide exceptional service to high-net-worth individuals. We currently maintain a team of six advisers and five paraplanners, and due to our ongoing growth, we aim to establish a 1:1 ratio.

Key Responsibilities
1. Conduct comprehensive reviews for clients.
2. Prepare detailed reports utilizing both standard templates and customized content.
3. Perform extensive market research across a wide range of financial products.
4. Collaborate effectively with team members to ensure cohesive service delivery.
5. Stay informed on market trends and global economic conditions.
6. Utilize cash flow modeling and lifestyle planning techniques as necessary.
7. Participate in client meetings as required.

Candidate Profile
The ideal candidate will possess:
- A minimum of Level 4 Diploma in Financial Advice.
- Proven experience working with high-net-worth and ultra-high-net-worth clients.
- Strong report writing and research skills.

Benefits
We offer a competitive salary range of £35,000 to £42,000, along with executive benefits and performance-based earnings.

Career Development
Our firm is committed to supporting your professional growth, including assistance in achieving Chartered status and obtaining the necessary qualifications if you are close to completion.

Next Steps
We encourage interested candidates to reach out for a confidential discussion regarding this opportunity and the application process.