Head of Paraplanning - London
We are representing a highly successful, independent Wealth Manager based in Temple, London. Due to the recent acquisition of a substantial client bank and forever increasing referrals they are seeking a Paraplanning Manager to join them.
Whilst they advise a diverse client bank of a range of financial subjects, they are one of the largest financial advisers to 'The Bar’ and manage the affairs of a number of legal charities.
Working within a team of three the head of paraplanning will work directly with the Company Director, as well as provide technical assistance and support to two paraplanning colleagues.
The role will see you provide technical research and analysis as well as have an ability to make recommendations to the advisor. The paraplanner will need to have a good knowledge of market offerings. The job will include complex report writing that are of a high standard and technically and grammatically correct.
To be successful in the role the candidate will need to be able to work on their own initiative and be decisive.
Someone who has experience of working within an investment committee would be at an advantage.
To be considered for the role you will:
- Hold the Level 6 qualification in Financial advice or near to
- Be looking to progress to fellowship
- Have 6 years’ experience within a small to medium sized firm
- Have at least 5 years of true paraplanning experience (not administration)
- Have experience of AVELO, Excel, FE Analytics, Cashflow Forecasting
- Staff management experience
- Be highly technical and a problem solver
Due to their professionalism and high standards, they are keen to find candidates that are keen to progress in the industry and therefore they are looking for someone who is keen to take exams to eventually become a chartered fellow within the industry. All course literature and exam costs are met and time off is given for study prior to the exam and on the day of the exam itself.
Discretionary bonuses are paid out annually and in line with company profits; personal development is linked to the bonus paid.
The company pay an attractive salary and attractive benefits including 25 days holiday which increases 1 day for each year of employment and shut down over Christmas. They also offer 5% pension contribution. Office hours are 9-5:30pm.
If you would like to discuss this role, please contact Louise Sheppard at Recruit UK Ltd on 0117-9450-450