Paraplanning Expertise Required
7 days ago
Ferguson Dean, a well-established regional IFA practice, is looking for a skilled Paraplanner to join their team in Cheshire. The current vacancy arises from one of the existing paraplanners moving into a trainee adviser role, creating an exciting opportunity for a motivated individual.
**Compensation Package**
- An annual salary ranging from £35,000 to £40,000, along with executive benefits and study support.
**Responsibilities**
The successful candidate will be responsible for:
- Conducting thorough portfolio reviews for clients with a minimum investment size of £500,000.
- Developing comprehensive reports, incorporating both standard paragraphs and free-text sections.
- Engaging in extensive whole-of-market research to identify suitable financial planning solutions for clients.
- Collaborating with colleagues to provide exceptional client service and support.
- Staying informed about market developments and global situations to inform client advice.
- Utilizing cash flow modeling and lifestyle planning techniques as necessary to meet client objectives.
- Working closely with external discretionary fund managers (DFMs) when required.
- Participating in client meetings as needed to facilitate effective communication.
**Essential Skills**
- Strong understanding of high-net-worth and ultra-high-net-worth client requirements.
- Proven experience in report writing and research is mandatory.
**Estimated Annual Salary: £38,000
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