Technical Paraplanning Manager
£55k-£60k with bonus and excellent benefits package
Our client is a multi-award winning Chartered Wealth Management firm that has doubled in size over the last year. As a result of this, they are looking for a highly technically competent Chartered Paraplanner, or someone that is a couple of exams off of their Chartered status, to support a growing team of Paraplanners. You will be given a high degree of autonomy within this role and actively encouraged to make recommendations on improving current processes and procedures. You will work very closely with the Senior Partners with client presentations and annual technical reviews of products and services. Compile financial planning recommendations and suitability reports, conducting detailed analysis and prepare cashflow analysis. In addition, you will be responsible for ensuring regulatory and compliance standards are met and maintained and manage the client annual review process.
This is a very varied and challenging role and ideal for someone that wants to take on greater responsibility and take a pro active part in the growth of this highly successful business. To be eligible for this role you must be either Chartered or well on the way to gaining your Chartered status.
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