Paraplanner - Study Support, Career Path & Pension

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

Benefits offered by this job

Study support

Defined career path

Pension

Job summary

Ferguson Dean in Chester is seeking an experienced paraplanner to join their regional IFA practice. You will provide full support to the team of Advisers and work on a workflow basis to help the firm manage a broad client base.

The role includes research and production of reports, handling client queries, attending team meetings (in person or remotely), and being the first point of contact for clients. A CII Diploma or close to it and experience with major software packages are preferred.

Qualifications

• Experienced in paraplanning and technical support.
• Ideally CII Dip or close to.
• Experience of all major software packages and range of platforms/providers.

Responsibilities

• Provide full support to the Advisers team while working on a generalist basis.
• Undertaking research and production of reports.
• Dealing with client queries as required.
• Attend team meetings (in person or remote).
• Be the first point of contact for clients.
• Perform other duties as required.

Skills

Paraplanning

Research

Client support

Team liaison

Education

CII Dip or close to

Tools

Software packages

Platforms/providers

Job description

Ferguson Dean in Chester is seeking an experienced paraplanner to join their regional IFA practice. You will provide full support to the team of Advisers and work on a workflow basis to help the firm manage a broad client base.

The role includes research and production of reports, handling client queries, attending team meetings (in person or remotely), and being the first point of contact for clients. A CII Diploma or close to it and experience with major software packages are preferred.