Back to search
An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated, Head of Paraplanning / Senior Technical Paraplanner to join its dynamic team and help it continue delivering top-tier financial planning.
Very competitive package including uncapped on-target earnings
Head of Paraplanning Role:
This position would encompass both elements of paraplanning and management as you would be working with the paraplanning team to provide a high level of technical support to the firm’s clients.
As Head of Paraplanning you will be supporting the wider business by being involved in operations meetings and working with the directors at the firm.
This role would suit someone who is an accomplished Paraplanning Team Leader / Head of Paraplanning but is looking to step into a new position to add to this skillset further and take on a bigger challenge in their career.
They have a friendly, teamwork-orientated culture and the office has parking. There is a competitive benefits package including flexible working, exam support and a good holiday allowance so, if you are looking to join a vibrant team with a firm that can offer a good work/life balance, with a chance to develop your career then this could be for you.
Head of Paraplanning Required Skills:
- Team Management
- Level 4 Diploma Qualified as a minimum
- Experience of working with an IFA or Wealth Management firm
- Experience of writing tailored suitability reports for various clients.
- A desire and interest to continue developing your skillset.
- Excellent communication skills and the confidence and ability to deal with clients in a professional, personable manner.
- Good understanding of the FCA and how a Financial services firm operates
How to Apply:
If you are a dedicated Team Leader, Senior Paraplanner who is looking to make a meaningful impact in a client-focused environment, we would love to hear from you. Please submit your CV and a cover letter detailing your experience and why you are the perfect fit for this role.
