Financial Planning Professional Manchester
2 days ago
A regional IFA practice in Cheshire, Ferguson Dean, is seeking a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner.
As a paraplanner, you will work with clients who have a minimum portfolio size of £500k, providing complex financial planning advice. You will be the first point of contact and provide technical assistance when required.
The company offers a competitive salary package (£35k-£40k) including executive benefits and study support towards Diploma and Chartered status. You will also benefit from unrivalled internal prospects.
The ideal candidate has experience working with HNW and UHNW clients and is working towards Dip or Chartered status. They should have strong research and writing skills, as well as the ability to keep up to date on market positions and global situations.
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Financial Services Professional Manchester
5 days ago
Knutsford, Cheshire East, United Kingdom Ferguson Dean Full timeFerguson Dean is a regional IFA practice based in Cheshire. We are seeking an experienced Paraplanner to join our team.About the JobThe successful candidate will be responsible for conducting thorough reviews for high-net-worth clients with complex financial planning needs.The role involves preparing comprehensive reports, researching and analyzing market...
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Financial Planning Support Specialist
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Financial Planning Specialist
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Knutsford, Cheshire East, United Kingdom Ferguson Dean Full timeA prestigious regional IFA practice, Ferguson Dean, in Cheshire is seeking a skilled Paraplanner to join their team. The current role has become vacant due to one of the paraplanners transitioning into a trainee adviser position. With full support towards achieving Diploma and Chartered status, this opportunity presents an excellent chance for professional...
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Knutsford, Cheshire East, United Kingdom Ferguson Dean Full timeFerguson Dean, a leading regional IFA practice in Cheshire, is looking for a skilled paraplanner to join their team. As a paraplanner, you will play a crucial role in providing complex financial planning advice to clients with a minimum portfolio size of £500k.You will be responsible for undertaking reviews, preparing reports, and conducting whole-of-market...
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