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Paraplanner - Financial Planning Specialist

2 months ago

Stockport, Stockport, United Kingdom Ferguson Dean Full time

About Ferguson Dean

Ferguson Dean is a leading national Direct-to-Consumer (DTC) Financial Services company, renowned for its exceptional service and expertise in the industry.

Job Summary

We 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 exceptional client service and achieving business growth.

Key Responsibilities

  • Undertake comprehensive reviews of clients' financial situations, identifying areas for improvement and developing tailored solutions.
  • Prepare high-quality reports, utilizing both standard paragraphs and free-text formats, to present complex financial information in an easily understandable manner.
  • Conduct thorough market research, staying up-to-date on market positions and global situations to provide informed recommendations.
  • Collaborate closely with the Financial Planning team to ensure seamless delivery of services and achieve business objectives.
  • Utilize cash flow modeling and lifestyle planning tools as required to provide clients with a comprehensive understanding of their financial situation.
  • Work closely with the DFM team to ensure alignment with company goals and objectives.
  • Attend client meetings as required, providing exceptional service and support to our clients.

Requirements

  • Ideal candidate will possess a Dip Level 4 qualification or equivalent.
  • Experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients is highly desirable.
  • Excellent writing and research skills, with the ability to produce high-quality reports and undertake comprehensive research.