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Role: Paraplanning Manager - Hybrid role, £50k - £60k + package - some flexibility on salary
Role could suit a senior paraplanner looking to progress their career into management or a current manager looking to develop their career further.
The company is a Chartered Financial Planning firm providing holistic financial planning advice to UHNW & HNW clients. The Paraplanner Manager role in a very integral part of the whole back office team. The role will report into the board of directors.
Experience, skills qualifications for the Paraplanner Manager:
• Excellent understanding of the financial planning process.
• Good report writing skills.
• Proficient IT skills. This should include knowledge of Microsoft Word and Excel.
• Experience working in a Paraplanning role
• Ideally, experience in a management/supervision role
• Achieved professional qualifications to at least Level 4 (CII Diploma in Financial Planning).
• Ideally Chartered with the CII or well on your way to achieving this.
For a confidential discussion please send your CV quoting Ref: 987652
