Financial Planning Assistant

4 weeks ago

Nottingham, Nottingham, United Kingdom Ferguson Dean Full time
About Ferguson Dean

Ferguson Dean is a leading regional practice in the East Midlands, renowned for its expertise in serving high net worth (HNW) clients. With a strong focus on delivering exceptional service, the firm has established a defined career path for its paraplanners, offering opportunities for growth and development.

Job Summary

We are seeking a technically proficient paraplanner to join our team, working closely with our experienced professionals to provide comprehensive financial planning services to our HNW clients. The ideal candidate will possess excellent research and writing skills, with a strong understanding of cash flow modeling and lifestyle planning.

Key Responsibilities
  • Conduct thorough reviews of clients' financial situations and provide recommendations for improvement.
  • Prepare detailed reports, utilizing both standard paragraphs and free text, to present complex financial information in a clear and concise manner.
  • Undertake whole-of-market research to identify the best financial solutions for clients.
  • Collaborate with the team to deliver exceptional client service and support.
  • Stay up-to-date with market positions and global situations, ensuring the firm's clients receive the most informed advice.
  • Utilize cash flow modeling and lifestyle planning tools as required to provide tailored solutions for clients.
  • Attend client meetings as necessary to discuss financial plans and progress.
Requirements
  • Dip Level 4 qualification or equivalent experience.
  • Proven experience working with HNW and ultra-high net worth (UHNW) clients.
  • Excellent writing and research skills, with the ability to produce high-quality reports.
What We Offer

Ferguson Dean provides a competitive salary, executive benefits, and opportunities for career growth and development. If you are a motivated and experienced paraplanner looking to join a dynamic team, please contact us for a confidential discussion about this exciting opportunity.

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