IFA Practice Paraplanner Wanted in Cheshire
2 days ago
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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Manchester Paraplanner Role Opportunity
14 hours ago
Knutsford, Cheshire East, United Kingdom Ferguson Dean Full timeFerguson Dean, a leading regional IFA practice in Cheshire, is looking for a skilled paraplanner to join their team. As a paraplanner, you will play a crucial role in providing complex financial planning advice to clients with a minimum portfolio size of £500k.You will be responsible for undertaking reviews, preparing reports, and conducting whole-of-market...
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Financial Planning Specialist
5 days ago
Knutsford, Cheshire East, United Kingdom Ferguson Dean Full timeA prestigious regional IFA practice, Ferguson Dean, in Cheshire is seeking a skilled Paraplanner to join their team. The current role has become vacant due to one of the paraplanners transitioning into a trainee adviser position. With full support towards achieving Diploma and Chartered status, this opportunity presents an excellent chance for professional...
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Financial Planning Professional Manchester
2 days ago
Knutsford, Cheshire East, United Kingdom Ferguson Dean Full timeA regional IFA practice in Cheshire, Ferguson Dean, is seeking a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner.As a paraplanner, you will work with clients who have a minimum portfolio size of £500k, providing...
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Paraplanning Expertise Required
7 days ago
Knutsford, Cheshire East, United Kingdom Ferguson Dean Full timeFerguson Dean, a well-established regional IFA practice, is looking for a skilled Paraplanner to join their team in Cheshire. The current vacancy arises from one of the existing paraplanners moving into a trainee adviser role, creating an exciting opportunity for a motivated individual.**Compensation Package**An annual salary ranging from £35,000 to...
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Financial Services Professional Manchester
5 days ago
Knutsford, Cheshire East, United Kingdom Ferguson Dean Full timeFerguson Dean is a regional IFA practice based in Cheshire. We are seeking an experienced Paraplanner to join our team.About the JobThe successful candidate will be responsible for conducting thorough reviews for high-net-worth clients with complex financial planning needs.The role involves preparing comprehensive reports, researching and analyzing market...
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Senior Financial Planner
11 hours ago
Knutsford, Cheshire East, United Kingdom Ferguson Dean Full timeJob TitleA highly skilled Paraplanner is required to join Ferguson Dean's team in Cheshire.We offer a competitive salary and excellent benefits package, including study support towards Diploma and Chartered status.About the RoleConduct thorough reviews for high-net-worth clients with complex financial planning needs.Prepare comprehensive reports using...
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Paraplanner & Financial Planning Specialist
5 days ago
Knutsford, Cheshire East, United Kingdom Ferguson Dean Full timeWe are seeking an experienced Paraplanner to join our team at Ferguson Dean in Cheshire.About the JobThe ideal candidate will have experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, and strong writing and research skills.About the RoleConduct thorough reviews for high-net-worth clients with complex financial planning...
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Administrative Coordinator for Wealth Management
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Ranger and Land Manager
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Financial Planning Assistant
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Business Support Specialist
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Pension Paraplanner Specialist
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Support Team Member
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Financial Planning Support Specialist
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Veterinary Surgeon Opportunity
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Support Staff for Financial Advisor
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Hotel Dining Director
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Restaurant Management Team Leader
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GP Vet Position in Cheshire
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Full-time Veterinary Nursing Opportunity
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