The firm are a reputable and established Wealth Management firm, they pride themselves in providing quality service and maintaining this to the best it can be. The firm have been established for a number of years and provide independent financial advice on pensions and investments to individuals and families.
This is a long-term career opportunity for a qualified and experienced Manager & Paraplanner who thrives on the coordination of resources and delivery of excellent client service.
Your responsibilities will include:
-Identifying strengths and preferences of individual team members on the client service team, utilising this information to build up the expanding team
-Managing workflow of client service team and delegating taks
-Training and developing staff
-Ensuring accuracy of clients’ portfolios
-Responsibility of all aspects of planning and delivery of the client services, compliance and related operations – ensuring consistent and excellent client service
-Timely and efficient delivery of new business and client reviews
-Producing pension and investment projections for clients
-Reporting to the board regularly on resource requirements, presenting brief business cases for new staff and team structure – talking through options and recommendations.
-Drafting client suitability reports for pension and investment portfolios
The experience you need:
-Level 4 Diploma in Financial Planning
-In-depth working knowledge of pensions and investment solutions
-The ability to analyse and interpret complex financial information, promptly
-High level of written and spoken English and a high level of numerical capabilities
-Extensive experience with computers and to be IT literate
-Ideally 10 years of relevant experience within a pensions and investment environment
-Ideally at least 5 years experience of Paraplanning and 5 years managerial experience
Reed Specialist Recruitment Limited is an employment agency and employment business
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