Senior Paraplanner/ Technical manager / Team Leader

Fram Search
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Fram is working with a leading Financial Services firm, which is keen to appoint a Manager/Team Leader to manage a team of paraplanners. The firm has a strong brand and works with clients from a wide range of backgrounds, and has a track record of developing its staff. The role would be to support the financial advisors in a paraplanning capacity, whilst managing the team ensuring they submit all cases in accordance with the Financial Planner’s recommendations. This is an excellent opportunity for a Diploma qualified Paraplanner who has either managed a team before or has held a senior paraplanning position. In addition to management responsibilities the appointee will also prepare reports.

Applicants must hold the Diploma in Financial Advice from the CII. In addition, you must have strong interpersonal skills, be a real team player, and have a proven track record of providing clients with excellent customer service.

Salary: £50k plus benefits

Ref: KB17-341