Personal Finance Coordinator
1 week ago
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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