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Paraplanning Team Manager

Paraplanning Team Manager

Posted 13 June by Anthony Alexandra
Featured Ended

Our client is a reputable national Independent Financial Advisers that 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.

Due to expansion within the firm, our client is keen to secure a Paraplanner Team Manager to join their highly successful team. Primarily, within the Paraplanner Team Leader you will be responsible for managing a team of Paraplanners and support Financial Advisers within the firm.

Other duties with the Paraplanner Team Manager include:

  • Identifying sales opportunities
  • Complete marketplace product research
  • Produce suitability reports
  • Prepare research and quotations for client meetings
  • Liaising with clients, advisers and other members of your team to request documentation and provide progress reports

Candidates to be considered for this Paraplanner Team Manager must have the following skills and experience:

  • Achieved Level 4 Diploma in Financial Planning and working towards Level 6
  • Previous experience within a Paraplanner role
  • Experience of managing a team
  • Knowledge of research tools & software such as O&M, Intelligent Office would be an advantage

This is a wonderful opportunity for an experienced Paraplanner to build upon their existing skills, knowledge and experience within the Financial Services sector, and are determined to work for a high-quality firm.

Keywords

Paraplanner / IFA report Writer / Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Paraplanning / Report Writing / Suitability Reports / Suitability Letters / Diploma / DipFA

For more information on our services, visit anthonyalexandra.com

Required skills

  • Financial Planning
  • Investment
  • Paraplanning
  • Pensions
  • Wealth Management

Reference: 38215743

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