Paraplanner - Manchester, United Kingdom - Ferguson Dean Limited

Ferguson Dean Limited
Ferguson Dean Limited
Verified Company
Manchester, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
A leading regional Wealth Management firm are looking to strengthen their Technical team by appointing an additional paraplanner. Joining a core unit of five at present, you will be part of an established, successful team.

The firm have an internal academywhereby paraplanners can be put on a path to become an Adviser whilst in their existing role, or logically they are happy for paraplanners to shape their career in the role.


Role will include:

  • Reviewing client portfolios in conjunction with advisers.
  • Undertaking market research to make the best possible recommendations.
  • Writing reports for clients based upon data from the adviser.
  • Attending meetings as required.
  • Studying to reach Diploma and Chartered level as required.
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