Ferguson Dean
Paraplanner
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About the Role
A leading Chartered Financial Advice firm is looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment provided, you will receive full support and set up.
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Package
- Excellent salary of up to c.£45k
- Benefits
- Study support
The Company
A leading Chartered IFA firm.
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
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The Candidate
- Dip Level 4 qualified
- Experience in writing reports and undertaking research
- Ability to undertake tasks as required to support Advisers
Next Steps
Contact via email below for a confidential discussion and review of the opportunity and process.
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