Paraplanning and Advisory Services Professional

7 hours ago


Southport, Sefton, United Kingdom Ferguson Dean Full time
Job Title: Paraplanning and Advisory Services Professional

Company Information: Ferguson Dean is a leading Wealth Management practice that has acquired retiring client portfolios. Our team is comprised of experienced professionals who provide top-notch services to our clients.

Role Summary: We are seeking an experienced Paraplanner to join our team in Southport. The successful candidate will be responsible for providing technical support to Advisers whose firms have been acquired by Ferguson Dean. Key responsibilities include providing full paraplanning support, undertaking research and production of reports, dealing with client queries as required, and attending team meetings as required.

Key Responsibilities:
  • Provide paraplanning support to Advisers
  • Conduct research and produce high-quality reports
  • Communicate effectively with clients and colleagues
  • Participate in team meetings and stay up-to-date with industry developments

Requirements:
The ideal candidate will have experience in paraplanning and technical support, ideally with a CII Dip or close to. Proficiency in all major software packages and range of platforms/providers is also essential. An estimated salary of £50,000 - £60,000 per annum is offered.

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