Paraplanning Expertise Required

7 days ago


Knutsford, Cheshire East, United Kingdom Ferguson Dean Full time

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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