Ferguson Dean
Paraplanner-Manchester
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Opportunity: Paraplanner
A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a minimum portfolio size of £500k, with many requiring more complex financial planning advice. You will also be the first point of contact as well as providing technical assistance when required.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Package
- Excellent salary (£35k- £50k)
- Executive benefits
- Study support
- Unrivalled internal prospects
The company
A regional IFA practices in Cheshire.
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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
The candidate
- Working towards Dip, but ideally Dip or Chartered status
- 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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills