Senior Financial Planner Assistant

21 hours ago


Wilmslow, Cheshire East, United Kingdom Ferguson Dean Full time
About the Role Our Paraplanning team at Ferguson Dean is seeking a skilled individual to provide technical support to our Advisers. As a Paraplanning Support Professional, you will work closely with clients in the High Net Worth (HNW) and Ultra High Net Worth (UHNW) space, providing full support to your team members.

We are looking for someone with experience in paraplanning and technical support, ideally holding a CII Diploma or close to completion. You will be expected to have knowledge of all major software packages and range of platforms/providers.

In this role, you will:

  • Undertake research and production of reports
  • Deal with client queries as required
  • Attend team meetings as required, either in-person or remotely

You will be responsible for other duties as required, ensuring seamless day-to-day operations within our team.

Salary Range: £55,000 - £65,000 per annum, depending on experience.



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