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Paraplanning Manager

Heat Recruitment
Posted 5 hours ago, valid for 9 days
Location

Stockport, Cheshire SK2 5JF, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Paraplanning Manager position in Stockport offers a salary of up to £60,000 for an experienced Senior Paraplanner or Team Leader.
  • The role is with a Manchester-based chartered financial planning firm that serves high net-worth clients and is expanding through acquisitions and mergers.
  • Candidates must have a Level 4 Diploma, previous paraplanning experience in an IFA Practice, and experience in team support and development.
  • The firm promotes a strong team-focused environment with benefits including hybrid working, exam support, and career progression opportunities.
  • To apply, interested candidates should submit their CV, and referrals can earn £200 if the referred person secures a position.

Paraplanning Manager - Stockport - Up to £60,000

There is an opportunity for an experienced Senior Paraplanner/ Team Leader to become a key member in the paraplanning team for a Manchester based financial planning firm. They are a chartered firm working with high net-worth clients.They keep going strength to strength, with further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you can develop your planning career within a prestigious firm that provides regular one to ones. Benefits:

  • Hybrid working - 3days office, 2 from home
  • 28days plus bank holiday
  • Exam support
  • Private medical
  • Income protection
  • DIS
  • Career progression
  • Plus more...

In order to be considered for Paraplanner Manager opportunity, candidates need to have -

  • Level 4 Diploma qualified, ideally keen to take further exams
  • Previous paraplanning experience within an IFA Practice
  • Experienced in supporting and developing a team
  • High level of analytical capability and good communication skills
  • Positive, can-do attitude

What's next?

Apply today to be considered for this paraplanner supervisor opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Team Leader, Technical Report Writer, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner, Paraplanner Manager

Paraplanning Manager - Stockport - Up to £60,000

There is an opportunity for an experienced Senior Paraplanner/ Team Leader to become a key member in the paraplanning team for a Manchester based financial planning firm. They are a chartered firm working with high net-worth clients.They keep going strength to strength, with further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you can develop your planning career within a prestigious firm that provides regular one to ones. Benefits:

  • Hybrid working - 3days office, 2 from home
  • 28days plus bank holiday
  • Exam support
  • Private medical
  • Income protection
  • DIS
  • Career progression
  • Plus more...

In order to be considered for Paraplanner Manager opportunity, candidates need to have -

  • Level 4 Diploma qualified, ideally keen to take further exams
  • Previous paraplanning experience within an IFA Practice
  • Experienced in supporting and developing a team
  • High level of analytical capability and good communication skills
  • Positive, can-do attitude

What's next?

Apply today to be considered for this paraplanner supervisor opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Team Leader, Technical Report Writer, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner, Paraplanner Manager

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.