Paraplanning Team Manager
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.
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
- Financial Planning
- Wealth Management
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