At a Glance
- Tasks: Prepare client reports and conduct market research in a dynamic team environment.
- Company: Join a national IFA practice with a focus on growth and collaboration.
- Benefits: Enjoy a competitive salary, hybrid working, and a comprehensive benefits package.
- Other info: Opportunity for career advancement in a supportive and innovative workplace.
- Why this job: Be part of an expanding team and make a real difference for high-net-worth clients.
- Qualifications: Experience in paraplanning and familiarity with HNW clients preferred.
The predicted salary is between 34000 - 51000 £ per year.
A national IFA practice are looking to recruit an experienced paraplanner to join their Liverpool office. With a current team of three advisers and four paraplanners, they are looking to grow the team by one due to expansion plans they have for 2026 and beyond. The role will be a combination of office and home based depending on business needs.
Package
You will receive excellent salary (£40- £45k), hybrid working and benefits package.
The company
A national IFA practice.
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
- Ideally Dip Level 4 but will consider qualified by experience
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research
Next steps
Contact via email below for confidential discussion and review of opportunity and process.
Senior Paraplanner in Liverpool employer: Ferguson Dean
Join a dynamic national IFA practice in Liverpool, where you will be part of a collaborative team dedicated to providing exceptional service to high-net-worth clients. With a strong focus on employee growth and a flexible hybrid working model, this company offers an excellent salary package and a supportive work culture that values your contributions and encourages professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about opportunities at IFA practices. A personal recommendation can really give you an edge.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of market trends and client management strategies. Be ready to discuss how your experience aligns with the needs of high-net-worth clients.
✨Tip Number 3
Showcase your skills in report writing and research during interviews. Bring examples of your previous work or be prepared to discuss how you approach these tasks, as they’re crucial for a Senior Paraplanner role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Senior Paraplanner in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your experience with HNW and UHNW clients, and don’t forget to mention any relevant qualifications like Dip Level 4.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your experience in preparing reports and conducting market research, and show us your passion for the industry.
Showcase Your Team Spirit:We love collaboration at StudySmarter! In your application, share examples of how you’ve worked effectively within a team. This will help us see how you can contribute to our growing paraplanner team.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and market trends. Being able to discuss recent changes in the industry or specific case studies will show that you're not just qualified, but genuinely engaged with the field.
✨Showcase Your Report Writing Skills
Since report preparation is a key part of the role, be ready to discuss your writing process. Bring examples of reports you've created in the past, and be prepared to explain how you tailor them for different clients, especially HNW and UHNW individuals.
✨Collaborative Spirit
This role involves working closely with advisers and other paraplanners. Be ready to share examples of how you've successfully collaborated in previous roles. Highlight your ability to communicate effectively and contribute to a team environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's expansion plans and how the paraplanning team fits into that vision. This shows your interest in the role and helps you gauge if the company aligns with your career goals.
