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Paraplanner - Financial Planning Specialist
2 months ago
About Ferguson Dean
Ferguson Dean is a rapidly expanding regional independent financial advisory firm, at the forefront of technology and innovation in the financial services industry. We are committed to delivering exceptional client experiences and providing a collaborative and dynamic work environment for our team members.
Job Summary
We are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our financial planners in delivering high-quality financial advice to our clients. Your primary responsibilities will include:
- Undertaking comprehensive reviews of clients' financial situations and providing recommendations for improvement.
- Preparing detailed reports and presentations to support financial planning recommendations.
- Conducting thorough research on market trends and global economic situations to inform financial planning decisions.
- Collaborating with our team of financial planners to develop and implement financial plans that meet clients' needs and goals.
- Staying up-to-date with industry developments and best practices in financial planning.
Requirements
To be successful in this role, you will need:
- A Dip Level 4 qualification in a relevant field.
- Experience working with high net worth and ultra-high net worth clients.
- Excellent writing and communication skills, with the ability to produce high-quality reports and presentations.
What We Offer
In return for your expertise and dedication, we offer a competitive salary, executive benefits, and share options. If you are a motivated and experienced Paraplanner looking for a new challenge, we encourage you to apply for this exciting opportunity.
