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Job Title: Head of Technical (Lead Paraplanner)
Salary: £40,000 - £50,000
Location: Sheffield
We are working with a forward thinking and client focussed financial planning firm, part of a reputable professional services outfit located across Yorkshire. They operate in a truly client focussed way, committed to deliver an exceptional and unique service and support to their clients and employees alike.
With the opportunity lending well to future progression within the firm, this Head of Technical/Lead Paraplanning opportunity would suit someone who is well versed within the technical aspects of Financial Planning. This is a varied position, as well as general Paraplanning duties, you will be undertaking tasks such as; creating and updating suitability report templates, development and implementation of advice strategies, compliance checks and coaching, training and development of the wider technical team and being the 'go to’ person for any technical queries.
In addition to a supportive working environment, you will be honoured an extensive benefits package, consistent training and development and a lovely team to work alongside.
The Required Skills:
- Chartered status or working towards
- 5 Years Paraplanning experience
- Knowledge of FCA regulations
- Good communication and organisational skills
- Experience with Intelligent Office would be advantageous
If you are interested in hearing more about this position, please get in touch with us at Capio.
