Financial Planning Professional Manchester

2 days ago


Knutsford, Cheshire East, United Kingdom Ferguson Dean Full time

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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