At a Glance
- Tasks: Support Advisers by researching, producing reports, and managing client queries.
- Company: Ferguson Dean, a regional IFA practice in Chester.
- Benefits: Gain valuable experience in a supportive team environment.
- Other info: Flexible working options and opportunities for professional growth.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: CII Diploma or nearing completion, plus experience with major software.
The predicted salary is between 38250 - 46750 £ per year.
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.
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Paraplanner - Study Support, Career Path & Pension in Chester 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.
