Senior Paraplanning Specialist

7 days ago


Warrington, Warrington, United Kingdom Ferguson Dean Full time

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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