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Financial Planner Assistant

2 months ago

Knutsford, Cheshire East, United Kingdom Ferguson Dean Full time
About the Role

Ferguson Dean, a leading national IFA practice, is seeking an experienced Paraplanner to join their team in Knutsford. This is an exciting opportunity to work with a well-established firm and contribute to the success of their financial planning team.

Key Responsibilities
  • Undertake comprehensive reviews of clients' financial situations
  • Prepare detailed reports, including standard paragraphs and free-text analysis
  • Conduct thorough market research to inform financial planning decisions
  • Collaborate with the team to deliver high-quality client services
  • Stay up-to-date with market trends and global economic developments
  • Utilize cash flow modeling and lifestyle planning tools as required
  • Attend client meetings as necessary
Requirements
  • Dip Level 4 qualification or equivalent experience
  • Proven experience working with high-net-worth and ultra-high-net-worth clients
  • Excellent writing and research skills
What We Offer
  • A competitive salary of £40k-£50k
  • Executive benefits and earnings opportunities

Ferguson Dean is committed to providing a supportive and collaborative work environment. If you are a motivated and experienced Paraplanner looking to take your career to the next level, we encourage you to apply for this exciting opportunity.