Paraplanner Manager

Recruiter
Reed
Location
Shrivenham, UK
Salary
Competitive
Posted
20 Aug 2019
Closes
31 Aug 2019
Ref
1239968038
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My Client are a establish Financial Advice and Asset Management firm, who provide high-quality advice to businesses and individuals locally as well as nationally.

They are currently looking for an Experienced Paraplanner Manager who can act as lead Paraplanner and also manage 2 trainee Paraplanners and help drive efficiencies and client outcome.

If you want to work for a company who makes a difference, who is dedicated to providing first class customer care, service and support and in return a competitive salary, benefit package can be offered plus development and professional exam support with free parking available.

Ideally, the successful candidate will have the following experience, skills and attributes:

· Paraplanner experience covering whole of market products

· To hold Level 4 Diploma in Financial Planning or close too.

· To have strong leadership skills and ability coach/support others.

· Client Care and Service focused including excellent telephone manner

· Good communication skills and the ability to work within a team

· The initiative to organise and prioritise your own workload

· Previous experience of using IRESS back office system and Platforms such as Transact and Novia, this would be advantageous.

In return we offer a fantastic place to work in Swindon with a competitive and flexible benefits package. Salary is competitive based on skills, qualifications and experience.

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