Chartered Paraplanning Manager
Job Title: Chartered Paraplanning Manager
Salary: £50,000 - £70,000
My client are one of the top providers of financial planning advice to legal professionals and Barristers in London and growing at an impressive rate. They pride themselves on providing bespoke, tailored advice and providing a service of the highest quality.
They are directly regulated and independent and on their way to attaining Chartered status as a firm as well. They also have strong connections with both legal and accountancy firms in the City and have a superb reputation.
The firm offer an excellent benefits package including competitive salaries, pension and excellent bonuses which reward high quality staff performance as well as being supplied with the tools to develop yourself and your knowledge even further.
A fantastic opportunity has been created for an experienced, chartered professional to join a growing business and oversee the development of highly qualified back office team.
You will be responsible for mentoring and assisting the teams paraplanners as well as providing bespoke technical support to the firm’s financial planners and dealing with some very HNW clients. You will have autonomy to make key decisions and will regularly be involved in client meetings and technical discussions.
Ideally you will have a strong track record of paraplanning and have experience of writing bespoke suitability reports as well as being able to demonstrate clear reasoning for your recommendations.
What’s needed for me to be considered?
- Experience of providing technical support within an IFA environment
- Level 6 Chartered with an excellent level of knowledge
- Have had extensive experience of Avelo, Excel, FE Analytics and Cashflow modelling
- Experience of being involved in an Investment Committee and also have an interest in wider aspects within the market.
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Paraplanner, Chartered technical support, Chartered Paraplanner, level 6 Advisor support