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Paraplanner - Financial Planning Specialist

2 months ago

Knutsford, Cheshire East, United Kingdom Ferguson Dean Limited Full time
Ferguson Dean Limited is seeking a skilled Paraplanner to join their team. The ideal candidate will have a Dip Level 4 qualification and experience working with High Net Worth and Ultra High Net Worth clients. The successful candidate will be responsible for undertaking reviews for clients, preparing reports, and conducting whole of the market research. They will also work collaboratively with the team to provide excellent client service. The company offers a competitive salary, executive benefits, and opportunities for professional development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.

**Job Responsibilities:**

* Undertake reviews for clients to ensure their financial plans are aligned with their goals
* Prepare reports and presentations to communicate complex financial information to clients
* Conduct whole of the market research to identify the best financial solutions for clients
* Work collaboratively with the team to provide excellent client service
* Stay up-to-date with market positions and global situations to provide informed advice to clients

**Requirements:**

* Dip Level 4 qualification
* Experience working with High Net Worth and Ultra High Net Worth clients
* Excellent communication and interpersonal skills
* Ability to work collaboratively as part of a team
* Strong attention to detail and organizational skills

**What We Offer:**

* Competitive salary
* Executive benefits
* Opportunities for professional development
* Collaborative and dynamic work environment

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.