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Job Title


Paraplanner


Company : Ferguson Dean


Location : Birmingham, West Midlands


Created : 2025-05-31


Job Type : Full Time


Job Description

A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanners to join their team. They are based in Birmingham but are looking for home based paraplanners. With over 30 Advisers throughout the UK, they have a dedicated technical team that support advisers on a workflow basis.Ensure all your application information is up to date and in order before applying for this opportunity.PackageYou will receive excellent salary (40k- 50k) executive benefits and earnings.The companyA national IFA firmRoleUndertaking reviews for clientsPreparation of reports, both from standard paragraphs and free textUndertaking whole of the market researchWorking on a collaborative basis with the rest of the teamKeeping up to date on market positions and global situationsUsing cash flow modelling and lifestyle planning as requiredAttending client meetings as requiredThe candidateIdeally Dip Level 4Experience of working with HNW and UHNW clientsWriting reports and undertaking research.Next stepsContact via email below for confidential discussion and review of opportunity and process