Paraplanner - Ferguson Dean Limited : Job Details

A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a minimum portfolio size of £500k, with many requiring more complex financial planning advice. You will also be the first point of contact as well as providing technical assistance when required.

Package

• You will receive excellent salary (£35k- £40k) executive benefits, study support and unrivalled internal prospects.

The company

• A regional IFA practices in Cheshire.

Role

• Undertaking reviews for clients
• Preparation of reports, both from standard paragraphs and free text
• Undertaking whole of the market research
• Working on a collaborative basis with the rest of the team
• Keeping up to date on market positions and global situations
• Using cash flow modelling and lifestyle planning as required
• Working with external DFMs as required
• Attending client meetings as required

The candidate

• Working towards Dip, but ideally Dip or Chartered status
• Experience of working with HNW and UHNW clients
• Writing reports and undertaking research.