Paraplanner Team Manager

Posted 10 December 2018 by 24/7 Recruitment
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Our Wakefield based Wealth Management client are looking to bring on board a Senior Paraplanner to manage a team of 6 Paraplanners.

You will have at least 5 years experience in Paraplanning and have an interest in management.

Base salary is up to iro£50,000 with some great benefits including a bonus structure.

In the role you will be involved with all aspects of the role including supervision of Paraplanning department, maintaining work logs and pro-actively manage workload to ensure deadlines are met.

You will also prepare client reports, suitability letters and supporting research including pension transfer analysis reports, analysis of investment portfolio composition and performance.

Minimum requirements for this role are for the successful candidate to be an experienced Paraplanner, hold the diploma in Financial Planning and be committed to personal development.

This is an ideal opportunity for either a Paraplanner Team Leader seeking new opportunity or a Senior Paraplanner who is now seeking the next step in the career. As one of the management team you will attend regular team meetings and will report directly to the Managing Director.

Required skills

  • Financial Planning
  • Management
  • Paraplanning
  • Team Leader

Reference: 35778647

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