Paraplanner

Ferguson Dean; Birmingham; Remote; GBP 40,000 - 50,000; Full time

Job summary

A well-established national IFA practice is seeking home-based paraplanners to join their team in Birmingham. The role involves client reviews, report preparation, and market research, supporting a dedicated technical team. Ideal candidates will have a Dip Level 4 qualification and experience with high-net-worth clients.

Benefits

Executive benefits

Qualifications

• Experience working with HNW and UHNW clients.
• Writing reports and conducting research.

Responsibilities

• Undertaking reviews for clients.
• Preparation of reports from standard paragraphs and free text.
• Conducting whole-of-market research.

Skills

Research

Collaboration

Education

Dip Level 4 qualification

Job description

This range is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Ferguson Dean

A national IFA practice, a household name in the industry, is looking to recruit additional paraplanners to join their team. They are based in Birmingham but are seeking home-based paraplanners. With over 30 Advisers throughout the UK, they have a dedicated technical team supporting advisers on a workflow basis.

Package

• Excellent salary (£40k-£50k), executive benefits, and earnings.

The company

• A national IFA firm.

Role

• Undertaking reviews for clients.
• Preparation of reports, both from standard paragraphs and free text.
• Conducting whole-of-market research.
• Working collaboratively with the team.
• Keeping up to date on market positions and global situations.
• Using cash flow modelling and lifestyle planning as required.
• Attending client meetings as needed.

The candidate

• Ideally Dip Level 4 qualification.
• Experience working with HNW and UHNW clients.
• Writing reports and conducting research.

Next steps

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

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance and Sales

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