Senior Paraplanning Specialist
7 days ago
About the Opportunity
Ferguson Dean, a leading regional Chartered Financial Planning practice, seeks a Senior Paraplanning Specialist to join their dynamic team in Warrington or a home-based setting. This role offers a chance to work with a highly successful and instantly recognisable practice, supporting quality technical staff to provide high-level client support.
Key Responsibilities
- Working directly with a Chartered Adviser, providing full technical support to clients across the North West, in both accumulation and retirement phases.
- Undertaking research and production of reports to meet client needs.
- Dealing with client queries as required, ensuring timely and accurate responses.
Requirements
- Experience in paraplanning and technical support.
- Ideal candidate will hold a CII Dip or be close to achieving this qualification.
- Proficiency in all major software packages and range of platforms/providers.
Benefits
- Excellent salary.
- Study support.
- Defined career path.
- Excellent benefits and pension scheme.
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