Are you a skilled Paraplanner with a passion for financial planning and an ambition to progress into a management role? Are you ready to take the next step in your career and lead a team of talented professionals? Look no further – we have the perfect opportunity for you!
Salary for a Paraplanner: £35,000 - £45,000
We are seeking a motivated and experienced Paraplanner who not only excels in providing comprehensive financial planning support but also possesses the drive and potential to step into a management position. Join this reputable financial services firm and embark on a fulfilling journey towards becoming a successful Paraplanning Manager.
Key Responsibilities:
- Utilise your expertise in financial planning to deliver accurate and compliant advice, ensuring the highest level of service to clients.
- Collaborate with advisors and other stakeholders to develop and implement tailored financial strategies.
- Oversee the work of a team of paraplanners, providing guidance, support, and training to enhance their professional development.
- Conduct performance evaluations, set goals, and implement strategies to optimize team efficiency and productivity.
- Stay abreast of industry regulations, market trends, and product knowledge to guide team members and ensure compliance.
- Assist in the strategic planning and growth initiatives of the paraplanning department.
Requirements:
- Proven experience as a Paraplanner, demonstrating a solid understanding of financial planning concepts and regulations.
- Recognised qualifications in financial planning