Remote Paraplanner for Investment Advisory & UHNW Clients

Remote Paraplanner for Investment Advisory & UHNW Clients

Full-Time No working from home possible
Ferguson Dean

Ferguson Dean is seeking remote-based paraplanners to join a leading UK Investment Management firm’s expanding financial planning segment. You will support the Investment Management team, review client situations, and develop relationships while working remotely.

Ideal candidates hold Diploma Level 4, are progressing toward Chartered status, and have experience with HNW/UHNW clients, plus strong report writing and research skills to support cross-team analysis.

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Remote Paraplanner for Investment Advisory & UHNW Clients 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.

Ferguson Dean

Contact Details:

Ferguson Dean Recruitment Team