Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our Client Management team as a Paraplanner, working closely with a Senior Adviser.
- Company: We're a regional IFA practice in Liverpool and Chester, dedicated to staff development.
- Benefits: Enjoy a competitive salary (£30k-£40k), executive benefits, and amazing internal growth opportunities.
- Why this job: This role offers hands-on experience with HNW clients and a collaborative team culture.
- Qualifications: You need a Diploma Level 4 and experience with HNW clients; working towards Chartered is a plus.
- Other info: Reach out via email for a confidential chat about this exciting opportunity!
The predicted salary is between 30000 - 40000 £ per year.
Job Description
A regional IFA practice in Liverpool are looking to add a paraplanner to their Client Management team. With offices in Liverpool and Chester, they are fully committed to staff development, and offer internal opportunities for both seniority and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)
Package
- You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects.
The company
- A regional IFA practices, with two offices in the Merseyside/Cheshire regions.
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
- Working with external DFMs as required
- Attending client meetings as required
The candidate
- Diploma Level 4 as a minimum, ideally working towards Chartered
- 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
Paraplanner employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as paraplanners or advisers. Attend local finance events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest market trends and financial products, particularly those relevant to high-net-worth clients. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed in the field.
✨Tip Number 3
Consider reaching out to current employees at the company through LinkedIn. Ask them about their experiences and any tips they might have for someone looking to join the team, which can give you valuable insights into the company culture.
✨Tip Number 4
Prepare to discuss specific examples of your experience with HNW clients during the interview. Highlight your skills in report writing and research, as these are crucial for the paraplanner role and will set you apart from other candidates.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the paraplanner position. Tailor your application to highlight relevant experience, especially with high-net-worth clients.
Highlight Relevant Qualifications: Make sure to emphasise your Diploma Level 4 qualification and any progress towards Chartered status. Mention any specific training or certifications that relate to financial planning and client management.
Showcase Your Experience: Detail your experience working with HNW and UHNW clients in your CV and cover letter. Provide examples of how you've successfully prepared reports, conducted market research, and collaborated with teams.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are interested in this role and how your skills align with the company's needs. Mention your enthusiasm for staff development and internal opportunities.
How to prepare for a job interview at Ferguson Dean
✨Know Your Client Base
Familiarise yourself with the characteristics and needs of high-net-worth (HNW) clients. Be prepared to discuss your experience with such clients and how you can cater to their specific financial needs.
✨Demonstrate Report Writing Skills
Since report preparation is a key part of the role, bring examples of reports you've written in the past. Highlight your ability to convey complex information clearly and concisely.
✨Stay Updated on Market Trends
Research current market positions and global financial situations. Being able to discuss recent trends or changes will show your commitment to staying informed and your understanding of the industry.
✨Showcase Collaborative Experience
The role involves working closely with a Senior Adviser and the rest of the team. Share examples of how you've successfully collaborated in previous roles, emphasising teamwork and communication skills.