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Paraplanner Manager-Technical (Private Wealth Management), Sunderland, Hybrid, £45,000-£50,000,Bonus

Financial Divisions
Posted a day ago, valid for 7 days
Location

Sunderland, Tyne and Wear SR4 6ST, England

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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  • My client, a reputable chartered wealth management company with offices across England, is looking for an experienced Paraplanner Manager or a technical paraplanner ready to transition into management.
  • The role involves leading a team of ten paraplanners, coaching and developing them while handling increasingly complex cases.
  • Candidates must possess technical proficiency in various products such as investments, pensions, estate planning, and IHT.
  • The position requires a Diploma and offers an opportunity to grow knowledge and skills in management within a national IFA with an outstanding reputation.
  • The company provides great benefits, hybrid working arrangements, and is eager to invest in the development of the right candidate.

With offices all around England, my client is a reputable and extremely prosperous chartered wealth management company. They are seeking an experienced Paraplanner Manager or a career technical paraplanner who wants to transition into management. You will be a member of a very cooperative team that is dedicated to assisting clients in reaching their financial targets.

Leading a group of ten paraplanners, coaching, and developing while taking on increasingly complex cases will be important duties. Technical proficiency in a variety of products, including investments, pensions, estate planning, and IHT, is required. My client is seeking an experienced Paraplanner Manager with a Diploma who wants to expand their knowledge and abilities in management and who likes to be a part of a national IFA with a outstanding reputation.Please get in contact if you're searching for a position that will help you advance your paraplanning career and if you wish to work for a reputed company that offers great benefits and hybrid working arrangements. Please send your cv to Samantha at Financial Divisions if you would like to be considered for this unique Paraplanner Manager job, where the employer is eager to invest their time in your development.

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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.