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Paraplanning Manager - Stockport - Permanent - Up to £60,000 DOE
Our client is a well-established provider in their field who have become a trusted name to their clients. They are currently looking for an experienced Para Planning Manager to join their team on a permanent basis. This role is full time and will see you working Monday - Friday 9-5pm.
Duties include:
- Supporting the team of Paraplanners in preparing accurate financial plans and suitability reports
- Supporting Paraplanners in research and analysis to meet client needs and objectives
- Have a full understanding of Holistic Financial Planning
- Developing and maintaining internal relationships with Various areas of the business to meet agreed targets
- Managing team workflow and delivery against set standards
- Ensuring that any business conducted is done in a responsible and complaint manner, meeting all legislative requirements, both internally and externally
- Provide technical guidance to the Client Relationship Team, assisting with product specific, technical and compliance-based queries. Working with CRT and manager to ensure advice is implemented accurately and compliantly.
- Working closely with the Director of Operations and the board on the team workload position resource needs and improvement in design.
The ideal candidate will have worked within a Paraplanning role previously, experience within a management role although this is not essential, and have gained at least Level 4 CII Diploma in Financial Planning.
Send your CV to Caitlin or Charlotte at Forrest Recruitment Limited then give us a call on 01625 533844 for a confidential discussion.
Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
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