Paraplanner

Ferguson Dean; Stockport; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading regional Chartered IFA firm in Stockport seeks a Paraplanner to join their team. The role involves client reviews, report preparation, and market research on a collaborative basis. Ideal candidates should be at least Dip Level 4 qualified, with a solid background in research and report writing.

Qualifications

• Experience in writing reports and undertaking research required.

Responsibilities

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

Skills

Research

Report Writing

Education

Dip Level 4

Job description

1 week ago Be among the first 25 applicants

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 Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so you will be working on the full process but not directly aligned to one Adviser.

Package

• You will receive excellent salary (£35k- £45k) executive benefits and earnings.

The company

• A leading regional Chartered IFA firm

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
• Liaising with external client partners, such as providers and DFMs as needed
• Attending client meetings as required

The candidate

• Ideally Dip Level 4
• Writing reports and undertaking research.

Next steps

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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Ferguson Dean by 2x

Get notified about new Paraplanner jobs in Stockport, England, United Kingdom.

Manchester, England, United Kingdom 1 day ago

Manchester Area, United Kingdom 1 week ago

Macclesfield, England, United Kingdom 1 week ago

Salford, England, United Kingdom 1 week ago

Manchester Area, United Kingdom 2 weeks ago

Warrington, England, United Kingdom 4 days ago

Elland, England, United Kingdom £38,000.00-£45,000.00 3 weeks ago

Manchester, England, United Kingdom 1 week ago

Manchester Area, United Kingdom 1 day ago

Manchester, England, United Kingdom 11 hours ago

Manchester, England, United Kingdom 2 weeks ago

Team Administrator - Bowel Cancer Screening Programme

Manchester, England, United Kingdom 1 week ago

Manchester, England, United Kingdom 1 week ago

Trainee Financial Advisor - Mauritius Based

Manchester Area, United Kingdom 12 hours ago

Manchester Area, United Kingdom 1 day ago

Manchester, England, United Kingdom 1 month ago

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)

Personal Assistant to Director of Finance

Manchester, England, United Kingdom 4 days ago

Manchester, England, United Kingdom 1 month ago

Manchester Area, United Kingdom 3 weeks ago

Associate, Administration and Planning - Legal Administration Group

Greater Manchester, England, United Kingdom 2 months ago

Manchester, England, United Kingdom 3 weeks ago

Manchester, England, United Kingdom 1 week ago

Manchester, England, United Kingdom 11 hours ago

Manchester, England, United Kingdom 1 week ago

Centralised Booking Team/Assistant Pathway Navigator

Manchester, England, United Kingdom 1 week ago

Bury, England, United Kingdom 4 weeks ago

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE) - Compliance Recruitment Solutions

Manchester, England, United Kingdom 1 day ago

Stockport, England, United Kingdom 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.