Paraplanner

Ferguson Dean; Wrexham; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Executive benefits

Job summary

Ferguson Dean in Wrexham is recruiting a paraplanner to join the technical team. The role supports advisers and directors, with emphasis on client reviews, report preparation, and market research.

Ideal candidates will have experience with HNW/UHNW clients, report writing, and research. CII Diploma is preferred but not essential; exposure to Diploma and Chartered status is encouraged.

Qualifications

• Experience writing client reports from standard paragraphs and free text.
• Experience researching market positions and products for clients.
• Familiarity with cash flow modelling and lifestyle planning concepts.

Responsibilities

• 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.
• Attending client meetings as required.

Skills

Report writing

Research

Cash flow modelling

Lifestyle planning

Client meetings

Education

CII Diploma

Job description

A leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all technical staff in attaining Diploma and Chartered status.

Package

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

The company

• A regional Wealth Management firm in Wrexham

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
• Attending client meetings as required

The candidate

• Ideally CII Dip but not essential
• Experience of working with HNW and UHNW clients
• Writing reports and undertaking research.