Paraplanning Professional

23 hours ago

Wrexham, Wrexham, United Kingdom Ferguson Dean Full time
About the Role:

Ferguson Dean, a reputable regional Wealth Management practice, is looking for a skilled Paraplanner to join their technical team in Wrexham. As a Paraplanner, you will play a vital role in supporting Advisers and Directors, contributing to the delivery of high-quality financial services.

**Key Highlights:**

  • Competitive salary range of £30k-£45k per annum.
  • Opportunity for career growth and professional development within a dynamic organization.

**Responsibilities and Skills:**

  • Client review and consultation to provide expert financial advice.
  • Report preparation using standardized templates and free-text analysis.
  • Whole-market research to identify optimal investment opportunities.
  • Collaboration with the team to achieve business objectives.
  • Market analysis and situational awareness to inform financial decisions.
  • Cash flow modeling and lifestyle planning to develop customized financial solutions.
  • Client meeting attendance to discuss financial strategies and provide guidance.

**Ideal Candidate Profile:**

  • CII Dip or equivalent qualification preferred, but not essential.
  • Experience working with HNW and UHNW clients is highly beneficial.
  • Excellent writing and research skills are necessary for success in this role.

  • Paraplanning Expert

    6 days ago

    Wrexham, Wrexham, United Kingdom Ferguson Dean Full time

    Ferguson Dean, a leading regional Wealth Management practice in the UK, is seeking an experienced Paraplanning Expert to join their technical team. This role offers an excellent opportunity for a skilled professional to work on a workflow basis with Advisers and Directors, providing high-quality support in attaining Diploma and Chartered status.**Salary:**...

  • Wealth Management Advisor

    6 days ago

    Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanning OpportunityA reputable Wealth Management Practice seeks a skilled Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in delivering high-quality financial services to clients across the UK.Key TasksDeliver comprehensive suitability letters for clients.Prepare product illustrations for various financial...

  • Paraplanning Expert Role UK

    6 days ago

    Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job DescriptionThis exciting opportunity has arisen within a successful Wealth Management Practice for an experienced Paraplanner. The ideal candidate will possess strong analytical skills, attention to detail, and excellent communication abilities.ResponsibilitiesDevelop and maintain relationships with clients, providing personalized financial...