Senior Paraplanner / Paraplanning Manager

You are an experienced paraplanner. Trusted, talented and a key member of the team. But what next for you?

Do you want to use your knowledge to develop others? Do you want to manage a team and have a say in how the paraplanning function operates? Do you genuinely want to be challenged?

If you take your work seriously then our client could be a perfect fit; they are a Chartered practice with a reputation for high end client service, writing bespoke reports for high net worth clients who are referred from solicitors and accountancy practices. City centre based with excellent transport links, they are an established business with a team of experienced paraplanners and administrators already in place. You will manage the team, work on complex cases and take your and your team’s knowledge to the next level.

So if you are an experienced Level 4 (or above) qualified paraplanner with the ability to manage a team then please contact Leanne Reid at Exchange Street who will be more than happy to go into more detail about the firm in question.

Required skills

  • Financial Planning

Application questions

Do you have 2 years' experience within an IFA practice?
Are you Level 4 qualified or above?

Reference: 34658807

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