Financial Planning Assistant
4 weeks ago
Ferguson Dean, a leading regional Wealth Management practice, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will play a vital role in supporting the Advisers and Directors in delivering exceptional client service.
Key Responsibilities- Conduct thorough reviews of clients' financial situations
- Prepare comprehensive reports, utilizing both standard paragraphs and free-text formats
- Undertake in-depth research on the whole market, staying up-to-date on market positions and global situations
- Collaborate with the team to deliver high-quality client service
- Utilize cash flow modeling and lifestyle planning as required
- Attend client meetings as necessary
- CII Diploma or equivalent experience
- Proven experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients
- Excellent writing and research skills
- A competitive salary (£30k-£45k) and excellent executive benefits
- Opportunities for professional development and growth within the company
Contact us via email for a confidential discussion and review of the opportunity and process.
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Financial Planning Assistant
3 weeks ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeAbout the RoleFerguson Dean, a leading regional Wealth Management practice, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will play a vital role in supporting the Advisers and Directors in delivering exceptional client service.Key ResponsibilitiesConduct thorough reviews of clients' financial situations and...
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Financial Planning Assistant
3 weeks ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeAbout the RoleFerguson Dean, a leading regional Wealth Management practice, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will play a vital role in supporting the Advisers and Directors in delivering exceptional client service.Key ResponsibilitiesConduct thorough reviews of clients' financial situations and...
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Financial Planning Assistant
2 months ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Limited Full timeAbout the RoleFerguson Dean Limited is seeking a skilled Paraplanning Professional to join their technical team in Wrexham. As a leading regional Wealth Management practice, they offer a dynamic and supportive environment for career growth and development.Key ResponsibilitiesConduct thorough reviews of clients' financial situationsPrepare comprehensive...
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Financial Planning Assistant
2 months ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Limited Full timeAbout the RoleFerguson Dean Limited is seeking a skilled Paraplanning Professional to join their technical team in Wrexham. As a leading regional Wealth Management practice, they offer a dynamic and supportive environment for career growth and development.Key ResponsibilitiesConduct thorough reviews of clients' financial situationsPrepare comprehensive...
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Financial Planning Assistant
1 month ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeAbout the RoleFerguson Dean, a leading regional Wealth Management practice in Wrexham, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will play a vital role in supporting the Advisers and Directors in delivering exceptional client service.Key ResponsibilitiesConduct thorough reviews of clients' financial...
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Financial Planning Assistant
1 month ago
Wrexham, Wrexham, United Kingdom Ferguson Dean Full timeAbout the RoleFerguson Dean, a leading regional Wealth Management practice in Wrexham, is seeking a skilled Paraplanner to join their technical team. As a key member of the team, you will play a vital role in supporting the Advisers and Directors in delivering exceptional client service.Key ResponsibilitiesConduct thorough reviews of clients' financial...
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