Financial Planning Assistant
1 month ago
About the Role:
Ferguson Dean, a leading regional IFA firm, is seeking a highly skilled Financial Planning Assistant to join their team in Alderley Edge. The ideal candidate will provide technical assistance to Advisers and work on complex financial matters with high net worth clients.
Key Responsibilities:
- Undertake reviews for clients and prepare reports
- Conduct whole of the market research and work on a collaborative basis with the team
- Keep up to date on market positions and global situations
- Use cash flow modelling and lifestyle planning as required
- Attend client meetings as necessary
Requirements:
- Minimum Diploma in a relevant field, with Chartered status or working towards
- Experience of working with HNW and UHNW clients
- Excellent writing and research skills
What We Offer:
- Competitive salary and executive benefits
- Defined career paths with opportunities for advancement
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