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Paraplanning Manager

1 month ago

Manchester, United Kingdom Ferguson Dean Limited Full time

Job Description

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Ferguson Dean Limited is seeking a Paraplanning Manager to lead its financial planning team. This is an exciting opportunity for an experienced professional to grow their career and make a meaningful contribution to the company's success.

Key Responsibilities:

  • Crafting high-quality financial plans and suitability reports.
  • Leading the development of processes and templates to improve efficiency.
  • Ensuring effective workflow management and maintaining legislative compliance.
  • Collaborating with colleagues to meet client needs and drive business growth.

Requirements:

  • Proven experience in financial planning, preferably as a Paraplanning Manager.
  • Excellent leadership skills, ideally with supervisory experience.
  • Professional certifications, such as a CII Diploma in Financial Planning.
  • Technical proficiency in Intelligent Office, FE Analytics, Dynamic Planner, and The Exchange.
  • Strong written and verbal communication skills.

Estimated Salary: £62,000 - £72,000 per annum, based on experience.