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Financial Planning Coordinator

2 months ago

Chester, Cheshire, United Kingdom Ferguson Dean Full time
Job Description

Ferguson Dean, a leading regional Wealth Management firm, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will work closely with a Senior Adviser to provide exceptional support and services to high net worth clients.


Key Responsibilities:

  • Undertake comprehensive reviews of clients' financial situations and provide expert analysis and recommendations.
  • Prepare detailed reports, including standard paragraphs and free text, to present to clients and stakeholders.
  • Conduct thorough market research to stay up-to-date on market positions and global situations.
  • Collaborate with the team to deliver exceptional client service and support.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Utilize cash flow modeling and lifestyle planning tools to provide tailored solutions for clients.
  • Work with external Discretionary Fund Managers (DFMs) as required to deliver best-in-class services.
  • Attend client meetings and provide expert support and guidance.


Requirements:

  • Diploma Level 4 or higher in a relevant field, with a strong desire to pursue Chartered status.
  • Proven experience working with high net worth and ultra-high net worth clients.
  • Excellent writing and research skills, with the ability to produce high-quality reports and analysis.


About Ferguson Dean:

  • Ferguson Dean is a reputable regional Wealth Management firm committed to delivering exceptional services to its clients.
  • We offer a dynamic and supportive work environment, with opportunities for professional growth and development.


Next Steps:

  • Contact us to discuss this exciting opportunity and learn more about our company culture and values.