Paraplanner Position in Southport Firm
3 days ago
As a Paraplanner at Ferguson Dean, you will play a vital role in supporting our Advisers and delivering exceptional client experiences. Key responsibilities include providing technical assistance, offering comprehensive paraplanning services, and addressing client inquiries.
Responsibilities:
- Support Advisers in their day-to-day activities.
- Develop and maintain detailed reports and documents.
- Communicate effectively with clients and internal stakeholders.
Requirements
To excel in this role, you must have a strong background in paraplanning and technical support. Familiarity with major software packages and various platforms/providers is essential. A CII Diploma or equivalent level of expertise is highly valued.
Our Benefits
This role offers a competitive salary range of £45,000 - £60,000 per annum, study support, and defined career progression opportunities. A comprehensive benefits package, including a pension scheme, is also provided.
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