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.
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Senior Paraplanner for HNW Clients | Reports & Research in Alderley Edge employer: Ferguson Dean
Ferguson Dean is an exceptional employer that prioritises employee well-being and professional growth, offering a fully remote working environment with all necessary equipment provided. With a strong focus on collaboration and continuous learning, employees are encouraged to stay informed about market trends while contributing to meaningful client outcomes, making it a rewarding place for paraplanners to thrive in their careers.
