Financial Planning Associate

12 hours ago


Preston, Lancashire, United Kingdom Ferguson Dean Full time

An instantly recognisable name in the Financial Planning sector is seeking an additional paraplanner to support their Adviser. As part of a wider group, they have major financial backing and are looking for someone to join their team.

Key Highlights

  • $40,000 - $50,000 salary range
About the Company

Ferguson Dean is a leading national practice with excellent resources and infrastructure.

The Ideal Candidate

  • Dip Level 4 qualification
  • Experience working with HNW and UHNW clients

Job Responsibilities

  • Undertaking reviews for clients
  • Preparing reports using standard paragraphs and free text
  • Conducting whole market research
  • Working collaboratively with the rest of the team
  • Staying up-to-date on market positions and global situations
  • Utilising cash flow modelling and lifestyle planning as required
  • Attending client meetings as necessary


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