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Financial Planning Assistant

2 months ago

Knutsford, Cheshire East, United Kingdom Ferguson Dean Full time

Ferguson Dean is seeking a skilled Paraplanner to join their team in Knutsford. As a national IFA practice, they offer a collaborative environment with three financial planners and three paraplanners. The ideal candidate will have Dip Level 4 or equivalent experience in working with HNW and UHNW clients. Key responsibilities include undertaking reviews, preparing reports, and conducting whole-of-market research. The successful candidate will also work closely with the team to keep up-to-date on market positions and global situations. The role offers an excellent salary, executive benefits, and earnings. If you are a motivated and detail-oriented individual with a passion for financial planning, please contact us for a confidential discussion.