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Paraplanning Team Supervisor

Paraplanning Team Supervisor

Posted 5 June by IDEX Consulting Ltd Easy Apply Ended

Are you a Senior Paraplanner with impressive investment knowledge who is looking to be the technical lead and supervise a team in Leeds city centre?

My client are specialists in holistic financial advice who have extensive experience dealing with ultra high net worth clients and are now looking for a Senior Paraplanner to join their team in Leeds city centre. The Paraplanner will be responsible for creating suitability letters within all holistic areas of advice however the company are looking for an individual with extensive investment knowledge have an excellent understanding of FCA background. This role will also require the candidate to be able to mentor, lead and be the head technical individual within the team therefore be near to chartered or hold chartered status with the CII or equivalent within financial planning.

The successful candidate will also assist in client portfolio reviews, produce client cash flow modelling and be a main point of contact technically within the business. As you will hold a high technical resource in the business it is expected that you will assist in training and developing of the team.

The benefits in reward are a competitive market salary, corporate benefits package, all support for industry qualifications.

The business is based in Leeds city centre and is easily accessible by public transport.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • paraplanning
  • Para Planner
  • Paraplanner
  • Para-planner
  • para planning
  • Paraplanning Team Supervisor

Reference: 34696112

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