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

Financial Divisions
Posted 11 hours ago, valid for 17 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 is a reputable chartered wealth management company with offices across England, seeking an experienced Paraplanner Manager or a technical paraplanner looking to transition into management.
  • The role involves leading a team of ten paraplanners, coaching them, and managing increasingly complex cases to help clients achieve their financial goals.
  • Candidates must have technical proficiency in investments, pensions, estate planning, and IHT, along with a Diploma in a relevant field.
  • The position offers a competitive salary and excellent benefits, along with the opportunity for hybrid working arrangements.
  • Interested candidates should contact Samantha at Financial Divisions to apply for this unique opportunity to advance their paraplanning career.

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.