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Paraplanning Manager

Posted 8 March by Heat Recruitment Easy Apply Featured Ended

My client is a medium sized, well respected chartered IFA practice that seeks to build a long term, trusting relationship with their clients.

They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and the ability to find the best solutions for their clients.

They are a highly dedicated business that are experiencing a particularly strong area of growth and are looking to add another professional to their team.

The Opportunity

A fantastic opportunity has been created for an experienced professional to join a growing business and oversee the development of highly qualified back office team.

You will be responsible for mentoring and assisting the teams paraplanners as well as providing bespoke technical support to the firm’s financial planners and dealing with some very HNW clients. You will have autonomy to make key decisions and will regularly be involved in client meetings and technical discussions.

Ideally you will have a strong track record of paraplanning and have experience of writing bespoke suitability reports as well as being able to demonstrate clear reasoning for your recommendations.

What’s needed for me to be considered?

  • Experience of providing technical support within an IFA environment
  • Level 4 Diploma in financial planning as a minimum and excellent level of technical knowledge
  • Have had extensive experience of Avelo, Excel, FE Analytics and Cashflow modelling
  • Experience of being involved in an Investment Committee and also have an interest in wider aspects within the market.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms:

Paraplanner, Chartered technical support, Chartered Paraplanner, level 6 Advisor support

Required skills

  • Client Meetings
  • Financial Planning
  • Paraplanning
  • Financial Planners
  • Planners

Reference: 34641267

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