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Paraplanner - Financial Planning Specialist

2 months ago

Knutsford, Cheshire East, United Kingdom Ferguson Dean Limited Full time

Ferguson Dean Limited, a reputable Chartered Independent Financial Advisory (IFA) firm, is seeking a skilled Paraplanner to join their team. As a key member of the team, you will be responsible for supporting the advisers in delivering exceptional client service and helping to achieve Chartered status.

The ideal candidate will have a strong understanding of private client-focused financial planning and be able to work effectively with clients in the £250k to £1m space. The firm offers a supportive environment, with opportunities for professional development and growth.

Key Responsibilities:

  • Support advisers in delivering high-quality client service
  • Assist in the preparation of financial plans and investment reports
  • Help to achieve Chartered status and support the team in maintaining industry-recognized standards

Requirements:

  • Strong understanding of private client-focused financial planning
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment

What We Offer:

  • A supportive and dynamic work environment
  • Opportunities for professional development and growth
  • A competitive salary and benefits package