This is an opportunity for an experienced and ambitious Paraplanner to take the next step up in their career; leading a Technical Team within a highly reputable and well established Chartered Financial Planning firm.
Due to ongoing growth within the business and increasing business levels; we are looking to grow and develop our Technical Team and we are looking for the right candidate to help us achieve this. The candidate should have at least five years relevant experience, be qualified to level six (or at least be well on the way to achieving this), and have excellent presentation and communication skills.
Regular duties will include leading and developing the Technical Team, preparing advice and the preparation of reports, as well as ensuring that all cases meet compliance standards. The candidate will be part of the Senior Management Team, will report to the Partners and be expected to play a prominent role in the growth and strategic development of the firm going forward.