Paraplanner Position in Southport Firm

3 days ago


Southport, Sefton, United Kingdom Ferguson Dean Full time
Job Description
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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