Paraplanner Manager

Taylor James Professional Recruitment

Posted 3 days ago, valid for 13 days

London, Greater London EC2V7NQ, England

Full Time

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Sonic Summary

We are seeking a senior, qualified Paraplanner to lead the paraplanning function at a chartered firm of financial planners.
The role requires a minimum of 3 years of paraplanning experience and chartered status or near completion.
Responsibilities include managing a team of paraplanners, writing suitability letters, and conducting extensive product research.
Experience with high-net-worth clients is desirable, while managerial experience is beneficial but not essential.
The position offers a competitive salary of up to £70,000, along with an attractive bonus and benefits package, with options for home and flexible working.

We are partnered with a chartered firm of financial planners to appoint a senior, qualified Paraplanner to head up their paraplanning function.

With a client bank of HNW private cliental, this role offers an experienced Paraplanner a real opportunity to act as an integral member of the team.

Team leader/ managerial experience would prove beneficial but not essential.

Duties & responsibilities (not limited to):
Lead & manage a team of paraplanners
Writing and tailoring high quality suitability letters based on consultation with the Financial Planners
To complete compliant suitability reports
Dealing with complex investments
Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations

The Person:

Chartered status/ near to completion (essential)
Minimum of c3 years + paraplanning experience (essential)
Manager/ team leader experience (essential)
Exposure to HNW cliental (desirable)
Excellent working knowledge surrounding the key areas of Financial Planning

In return this opportunity offers a basic salary up to c£70,000 + attractive bonus & wider benefits package.

Home & flexible working is on offer.

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

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