High Net Worth Paraplanner

1 day ago


Manchester, United Kingdom Ferguson Dean Full time
About the Role

We are seeking an experienced High Net Worth Paraplanner to join our team at Ferguson Dean. The successful candidate will undertake financial planning tasks, including reviewing client data and preparing reports.

Key responsibilities include:

  • Conducting research and analysis
  • Preparing written reports and presentations
  • Working closely with the advisory team

Candidates should have a strong understanding of financial planning principles and experience of working with high net worth clients. A salary of £45,000 per annum is offered, along with opportunities for professional development.



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