FERGUSON DEAN Salary

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178 SPEKE ROAD SPEKE LIVERPOOL L24 8QA UNITED KINGDOM
  https://www.fergusondean.co.uk
TIN: 12499565
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FERGUSON DEAN is looking for employees for positions:

paraplanner

  • paraplanner

Working hours

  • permanent

Requirements

  • single fund multi-asset/multi-manager solutions
  • discretionary Fund Managers
  • model Portfolios
  • proven ability to work with templated suitability reports
  • ability to prioritise and juggle workload
  • excellent communications skill; both written and verbal
  • excellent attention to detail
  • client confidentiality

Responsibility

  • review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed
  • attending meetings as required
  • attending client meetings as required
  • experience / Skills Required