Financial Planning Assistant

4 weeks ago

Chester, Cheshire, United Kingdom Ferguson Dean Full time
Job Opportunity

A regional Wealth Management firm in Chester is seeking a skilled Paraplanner to join their technical team. The company is committed to staff development and offers internal opportunities for senior and financial advice roles.

Key Responsibilities
  • Undertake reviews for clients to ensure their financial plans are aligned with their goals.
  • Prepare reports, including standard paragraphs and free text, to present to clients and stakeholders.
  • Conduct whole-of-market research to identify suitable investment opportunities.
  • Collaborate with the team to deliver high-quality services to clients.
  • Stay up-to-date with market positions and global situations to provide informed advice.
  • Use cash flow modelling and lifestyle planning as required to support clients.
  • Work with external Discretionary Fund Managers (DFMs) as needed to deliver client services.
  • Attend client meetings as required to discuss their financial plans and progress.
Requirements
  • Diploma Level 4 or higher, ideally working towards Chartered status.
  • Experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
  • Strong writing and research skills to prepare reports and undertake research.
Next Steps

Contact the company via email for a confidential discussion and review of the opportunity and process.

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