Paraplanner Manager, £46K, Guildford in Surrey
Your new company
A highly-professional yet fun Financial Planning firm, with an exceptional reputation within the Surrey marketplace, has joined forces with Hays to hire a diploma qualified Paraplanner Manager. The practice, based in exceptional offices on the outskirts of Guildford, specialises in giving whole of market financial advice on investments, pensions, protection & inheritance tax planning . The position has been created due to company expansion.
Your new role
As Paraplanner Manager, you will be managing a team of two Paraplanners and reporting into the Managing Director. You will be leading the technical support team of the business to deliver an outstanding client experience for the company's Independent Financial Planners. Your duties will include: managing the paraplanning team's workflow, training and development; providing paraplanning support to two Financial Planners including any Trainee Financial Planners within the business (such as annual reviews, product research, suitability reports, updating Voyant); managing the firm's research processes including due diligence; co-managing the company Investment Committee; compliance issues.
What you'll get in return
You will receive a base salary of up to £46,000 (potentially flexible for the ideal candidate). A discretionary bonus, pension and study support are also included in the package.
What you'll need to succeed
You will have the Diploma in Financial Planning, and ideally be studying towards Chartered Status. You will have at least 5 years' industry experience and possess excellent 'people' skills. Strong product knowledge will also be required for this role.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.