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Paraplanner - Financial Planning Specialist

2 months ago

Knutsford, Cheshire East, United Kingdom Ferguson Dean Full time

**About Ferguson Dean**

Ferguson Dean is a well-established national IFA firm with a strong reputation in the industry. We are seeking a skilled Paraplanner to join our team in a key role.

**Job Summary**

We are looking for a highly motivated and experienced Paraplanner to support our financial planners in delivering exceptional client service. The successful candidate will be responsible for undertaking reviews for clients, preparing reports, conducting whole-of-market research, and working collaboratively with the team.

**Key Responsibilities**

  • Undertake reviews for clients to ensure their financial plans are aligned with their goals and objectives.
  • Prepare comprehensive reports, including standard paragraphs and free text, to present to clients and financial planners.
  • Conduct thorough whole-of-market research to identify suitable investment options for clients.
  • Work collaboratively with the financial planning team to deliver high-quality client service.
  • Stay up-to-date with market positions and global situations to provide informed advice to clients.
  • Use cash flow modelling and lifestyle planning tools as required to support client decisions.
  • Attend client meetings as required to discuss financial plans and provide guidance.

**Requirements**

  • Hold a Dip Level 4 qualification or equivalent experience.
  • Have experience working with high net worth (HNW) and ultra-high net worth (UHNW) clients.
  • Be an excellent writer and researcher, able to produce high-quality reports and conduct thorough research.