Senior Paraplanner for HNW Clients | Reports & Research

Ferguson Dean; Alderley Edge; On-site; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Executive benefits

Job summary

Ferguson Dean in Alderley Edge is seeking a paraplanner to join their regional IFA team. You will provide technical assistance to advisers and prepare reports from standard paragraphs and free text.

Most clients have £1m+ in portfolios, requiring you to perform market research, cash flow modelling and lifestyle planning, and to attend client meetings as needed, in collaboration with the team.

Qualifications

• Dip required, ideally Chartered or working towards.
• Experience with HNW and UHNW clients.
• Writing reports and undertaking research.

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

Paraplanning

Report writing

Financial research

Cash flow modelling

Lifestyle planning

Client meetings

Team collaboration

Market awareness

Education

Diploma

Chartered or working towards

Job description

Ferguson Dean in Alderley Edge is seeking a paraplanner to join their regional IFA team. You will provide technical assistance to advisers and prepare reports from standard paragraphs and free text.

Most clients have £1m+ in portfolios, requiring you to perform market research, cash flow modelling and lifestyle planning, and to attend client meetings as needed, in collaboration with the team.