Jobs

    Paraplanner - Manchester, United Kingdom - Ferguson Dean Limited

    Ferguson Dean Limited
    Ferguson Dean Limited Manchester, United Kingdom

    2 weeks ago

    Default job background
    Full time Banking / Loans
    Description

    A major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k plus space in the main, and have a defined career path internally. All paraplanners will receive support to reach Chartered.

    Package

    • You will receive excellent salary (£30k-£45k) executive benefits and earnings.

    The company

    • A leading regional IFA practice in Altrincham

    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
    • Dealing with more complex queries such as VCT and EIS, as well as providing guidance to more junior members of the team
    • Attending client meetings as required

    The candidate

    • Ideally Dip Level 4 or working towards Chartered
    • Experience of working with HNW and UHNW clients
    • Writing reports and undertaking research.

    Next steps

    • Contact via email below for confidential discussion and review of opportunity and process

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