Personal Finance Coordinator

1 week ago


Preston, Lancashire, United Kingdom Ferguson Dean Full time
Job Summary

Ferguson Dean, a leading national practice, is seeking a skilled paraplanner to join their team. The successful candidate will be responsible for supporting the Adviser and delivering exceptional service to clients.

Compensation Package

  • The salary for this role is between £35,000 and £45,000 per annum.

About Ferguson Dean

  • We are a well-established firm, providing comprehensive financial services to our clients.

Key Responsibilities

  • Undertaking client reviews and preparing reports.
  • Conducting market research to inform our advice.
  • Working collaboratively with colleagues.
  • Staying up to date with market developments.
  • Using advanced tools, such as cash flow modelling.
  • Attending client meetings as required.

Your Qualifications and Experience

  • Dip Level 4 qualification or equivalent.
  • Experience working with high net worth individuals.
  • Excellent writing and communication skills.

Next Steps

  • We look forward to hearing from you if you're a motivated and experienced professional looking for a new challenge.


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