Paraplanner - HNW/UHNW Team

1 week ago


Preston, Lancashire, United Kingdom Ferguson Dean Full time

We are excited to offer a talented Paraplanner the opportunity to join Ferguson Dean's team and contribute to our success in the Financial Planning sector.

About the Job

The successful candidate will work closely with our Adviser to deliver exceptional client service and support the development of comprehensive financial plans.

Responsibilities:
  1. Conduct thorough client reviews to identify areas for improvement and develop targeted recommendations.
  2. Prepare detailed reports and presentations to communicate complex financial information to clients.
  3. Research and evaluate various investment options to ensure alignment with clients' goals and risk tolerance.
  4. Collaborate with colleagues to achieve seamless delivery of services and maintain excellent client relationships.
  5. Stay current with market trends and global developments to provide expert advice to clients.
  6. Utilize advanced financial modelling tools to create customized solutions for clients.
  7. Participate in client meetings to provide expert guidance and support.

Requirements and Benefits:

  • Dip Level 4 qualification or equivalent experience.
  • Experience working with HNW and UHNW clients.
  • Strong written and verbal communication skills.
  • A competitive salary range of £45,000-£55,000 per annum.

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