Financial Analyst Coordinator
3 weeks ago
The role of a Paraplanner at Ferguson Dean is to provide exceptional support to our Wealth Management team.
Key Responsibilities:- Undertake in-depth client reviews and prepare comprehensive reports.
- Conduct thorough market research and analysis to inform investment decisions.
- Collaborate closely with the technical team to ensure seamless delivery of services.
- Stay up-to-date on global market trends and positions.
- Utilize cash flow modeling and lifestyle planning techniques as required.
- Attend client meetings as needed.
The ideal candidate will possess excellent analytical and communication skills, with a strong ability to work collaboratively within a team environment. A CII Diploma or equivalent qualification is desirable, but not essential.
Estimated Salary: £38,000 - £55,000
Ferguson Dean offers a dynamic and supportive working environment, with opportunities for professional development and growth.
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