A regional IFA firm are looking to recruit an additional paraplanner to join their team in Alderley Edge . They have two offices in the region and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working with more complex matters. The firm offer defined career paths, whether that be to senior roles or into Advice. Ideally you will be Chartered but minimum is Diploma.
Package
- You will receive excellent salary (£40k- £50k) executive benefits and earnings.
The company
- A leading regional Advice firm in their Alderley Edge office.
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
- Minimum Dip, ideally Chartered or working towards
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.
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Paraplanner in Alderley Edge employer: Ferguson Dean
Ferguson Dean is an outstanding employer, offering a dynamic work culture in Carlisle that prioritises employee growth and development. With competitive salaries and executive benefits, the company fosters a supportive environment where advisors can thrive while managing high-net-worth portfolios. This role not only provides full technical support but also encourages proactive client management, making it an ideal opportunity for those looking to advance their careers in financial advisory.
