Paraplanner - Financial Planning Specialist

5 days ago


Stockport, Stockport, United Kingdom Ferguson Dean Full time

About the Role

Ferguson Dean, a leading national DFM, is seeking an experienced Paraplanner to join their team in a dynamic and collaborative environment. As a key member of the financial planning team, you will play a crucial role in supporting the 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 high-quality reports, utilizing cash flow modeling and lifestyle planning techniques to inform client decisions.
  • Conduct thorough market research, staying up-to-date on global market trends and economic conditions.
  • Collaborate closely with the financial planning team to ensure seamless delivery of client services.
  • Develop and maintain strong relationships with clients, providing exceptional communication and support.
  • Work closely with the DFM team to ensure alignment with company goals and objectives.
  • Attend client meetings as required, presenting complex financial information in a clear and concise manner.

Requirements

  • Relevant qualifications, such as Dip Level 4, and a strong understanding of financial planning principles.
  • Experience working with high net worth and ultra-high net worth clients, with a proven track record of delivering exceptional results.
  • Excellent writing and communication skills, with the ability to produce high-quality reports and presentations.


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Job SummaryMedlock Partners is seeking a highly skilled Paraplanner to join our team of financial planning specialists. As a Paraplanner, you will play a crucial role in supporting our consultants in providing bespoke financial advice to our clients.Key ResponsibilitiesSupport consultants in research and analysis to meet client needs and objectives.Assist in...


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Job SummaryMedlock Partners is seeking a highly skilled Paraplanner to join our team of financial planning specialists. As a Paraplanner, you will play a crucial role in supporting our consultants in providing bespoke financial advice to our clients.Key ResponsibilitiesSupport consultants in research and analysis to meet client needs and objectives.Assist in...


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Job Summary:Medlock Partners is seeking a highly skilled and motivated Paraplanner to join our team of financial planning professionals. As a Paraplanner, you will play a critical role in supporting our consultants in providing bespoke financial advice to our clients.Key Responsibilities:Research and Analysis: Assist consultants in researching and analyzing...


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Job Summary:Medlock Partners is seeking a highly skilled and motivated Paraplanner to join our team of financial planning professionals. As a Paraplanner, you will play a critical role in supporting our consultants in providing bespoke financial advice to our clients.Key Responsibilities:Research and Analysis: Assist consultants in researching and analyzing...


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Job DescriptionMedlock Partners is seeking a highly skilled and motivated Paraplanner to join our team of financial planning professionals. As a Paraplanner, you will play a crucial role in supporting our consultants in providing bespoke financial advice to our clients.Key Responsibilities:Research and Analysis: Assist consultants in conducting research and...


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Job DescriptionCompany OverviewMedlock Partners is a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities.Job SummaryWe are seeking an...


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Job Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Medlock Partners. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing bespoke financial advice to our clients.Key Responsibilities:Support Consultants in research and analysis to meet client needs and objectives.Support...


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Job Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Medlock Partners. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing bespoke financial advice to our clients.Key Responsibilities:Support Consultants in research and analysis to meet client needs and objectives.Support...


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Job Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Medlock Partners. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing bespoke financial advice to our clients.Key Responsibilities:Support Consultants in research and analysis to meet client needs and objectives.Support...


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Job Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Medlock Partners. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing bespoke financial advice to our clients.Key Responsibilities:Support Consultants in research and analysis to meet client needs and objectives.Support...


  • Stockport, Stockport, United Kingdom Ferguson Dean Full time

    About Ferguson DeanFerguson Dean is a leading national Direct-to-Consumer (DTC) Financial Services company, renowned for its exceptional service and expertise in the industry.Job SummaryWe are seeking a highly skilled Paraplanner to join our team in Stockport. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering...


  • Stockport, Stockport, United Kingdom Ferguson Dean Full time

    About Ferguson DeanFerguson Dean is a leading national Direct-to-Consumer (DTC) Financial Services company, renowned for its exceptional service and expertise in the industry.Job SummaryWe are seeking a highly skilled Paraplanner to join our team in Stockport. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering...


  • Stockport, Stockport, United Kingdom Ferguson Dean Full time

    About Ferguson DeanFerguson Dean is a leading national Direct-to-Consumer (DTC) Financial Services company, renowned for its exceptional service and expertise in the industry.Job SummaryWe are seeking a highly skilled Paraplanner to join our team in Stockport. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering...


  • Stockport, Stockport, United Kingdom Eventus Legal Full time

    About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Eventus Recruitment Cheshire. As a Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service and achieving business growth.Key ResponsibilitiesProvide technical and paraplanning support to ensure...


  • Stockport, Stockport, United Kingdom Eventus Legal Full time

    About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Eventus Recruitment Cheshire. As a Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service and achieving business growth.Key ResponsibilitiesProvide technical and paraplanning support to ensure...


  • Stockport, Stockport, United Kingdom Medlock Partners Limited Full time

    Job DescriptionMedlock Partners Limited is seeking a highly motivated and detail-oriented Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Planning team in providing bespoke financial advice to clients.Key Responsibilities:Prepare Suitability Reports: Utilize company-provided systems and templates to...


  • Stockport, Stockport, United Kingdom Medlock Partners Limited Full time

    Job DescriptionMedlock Partners Limited is seeking a highly motivated and detail-oriented Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Planning team in providing bespoke financial advice to clients.Key Responsibilities:Prepare Suitability Reports: Utilize company-provided systems and templates to...

  • Senior Paraplanner

    2 weeks ago


    Stockport, Stockport, United Kingdom Eventus Legal Full time £40,000 - £48,000

    About the RoleEventus Recruitment is seeking a highly skilled Senior Paraplanner to join a successful Financial Planning business. As a key member of the team, you will be responsible for supporting Financial Planners in providing, implementing, and reviewing strategies and advice to private and corporate clients.Key ResponsibilitiesSupport Financial...

  • Senior Paraplanner

    2 weeks ago


    Stockport, Stockport, United Kingdom Eventus Legal Full time £40,000 - £48,000

    About the RoleEventus Recruitment is seeking a highly skilled Senior Paraplanner to join a successful Financial Planning business. As a key member of the team, you will be responsible for supporting Financial Planners in providing, implementing, and reviewing strategies and advice to private and corporate clients.Key ResponsibilitiesSupport Financial...


  • Stockport, Stockport, United Kingdom Eventus Legal Full time

    Senior Paraplanner Job OpportunityEventus Recruitment is seeking a highly skilled Senior Paraplanner to join a successful Financial Planning business in Stockport, Cheshire.Role OverviewThe successful candidate will provide technical support to Financial Planners, implementing and reviewing strategies and advice to private and corporate clients. This will...