Senior Paraplanner HNW Clients | Reports & Research
Listed on 2026-10-11
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance
Ferguson Dean in Alderley Edge is seeking a paraplanner to join their regional IFA team. You will provide technical assistance to advisers and prepare reports from standard paragraphs and free text.
Most clients have £1m+ in portfolios, requiring you to perform market research, cash flow modelling and lifestyle planning, and to attend client meetings as needed, in collaboration with the team.
We have an opening for a Senior Paraplanner for HNW Clients | Reports & Research in Alderley Edge, England, United Kingdom within Finance.
This opportunity is part of our work in Finance.
The advertised compensation is 40.000 - 50.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Paraplanner for HNW Clients | Reports & Research role in the description above.
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