The opportunity for an experienced Paraplanning Manager to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
Responsibilities:
- Managing, leading and motivating a team of paraplanners
- Assessing client requirements and researching, identifying and presenting solutions in support of Adviser recommendations
- Carrying out financial analysis and producing reports and recommendations
- Ensuring all regulatory and compliance standards are met
Skills:
In order to be considered for this unique opportunity, candidates need to have
- Management skills with the ability to assign tasks, manage progress and evaluate the performance of team members
- Level 4 Diploma qualified or working towards this and previous experience within a fast-paced IFA practice
- High level of analytical capability and good communication skills