Ferguson Dean
Paraplanner
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Paraplanner - Client Management Team (Liverpool/R&W Chester)
About the Role
A regional Independent Financial Adviser (IFA) practice in Liverpool is seeking an experienced paraplanner to join their Client Management team. With offices in Liverpool and Chester, the firm offers full commitment to staff development, including internal progression opportunities in seniority and financial advice roles.
The role involves direct collaboration with a Senior Adviser, preferably with experience supporting **HNW clients (£250k+).
Package & Benefits
- Competitive salary: £35k–£45k
- Executive benefits
- Unrivalled internal career prospects
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The Company
A regional IFA practice operating across the Merseyside/Cheshire regions, with offices in:
- Liverpool
- Chester
Key Responsibilities
- Undertaking client reviews
- Preparing standardised and bespoke reports (both template-based and custom-free text)
- Conducting whole-of-market research
- Collaborating closely with the broader Client Management team
- Staying up-to-date with market developments and global economic factors
- Utilising cash flow modelling and lifestyle planning tools where required
- Supporting work with external DFMs (Discretionary Fund Managers) as needed
- Attending client meetings on a case-by-case basis
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Requirements
- Minimum qualification: Diploma Level 4 in Financial Planning
- Ideally: Progressing toward a Chartered qualification
- Essential experience:
- Supporting HNW (£250k+) or UHNW clients
- Writing professional reports
- Conducting in-depth financial research
Next Steps
For a confidential discussion or to review the opportunity and interview process, please contact via [email address].
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