IFA Practice Paraplanner Wanted in Cheshire

2 days ago


Knutsford, Cheshire East, United Kingdom Ferguson Dean Full time

We are seeking a highly motivated paraplanner to join our team at Ferguson Dean, a regional IFA practice in Cheshire. As a paraplanner, you will be responsible for providing complex financial planning advice to clients with a minimum portfolio size of £500k.

Key responsibilities will include undertaking reviews, preparing reports, and conducting whole-of-market research. You will also work closely with the rest of the team to deliver exceptional client service.

To be successful in this role, you will require a strong background in financial planning, ideally with experience working with high net worth individuals. Excellent research and writing skills are essential, as well as the ability to stay up to date on industry developments.

Salary: £35k-£40k per annum. Benefits include executive benefits and study support towards Diploma and Chartered status.



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