Job Details

Job description

This Senior Paraplanner / Paraplanner Team Leader job in North Manchester is an excellent opportunity to join a growing firm.

You will be leading a team of 3 Paraplanners, who support a team of 4 - 5 Financial Advisors, providing holistic financial planning to HNW and UHNW clients. Alongside, managing the team, you will also be writing suitability reports yourself. The Financial Advisors cover full financial planning, cashflow modelling, investments, retirement planning, pension transfers, estate planning and other investment types.

You will be interacting directly with the management team to provide first class financial advice support to the Financial Advisors. You would act as a ‘Planning Champion’ to support the professional development of your technical colleagues.

The business would support career progression, through helping you to achieve your Chartered qualifications. In addition, as the business continues to grow, there could be potential for routes into either advice or management roles.

Senior Paraplanner / Paraplanner Team Leader Requirements

• You must hold minimum Level 4 Diploma in Financial Planning or equivalent
• Ideally, you should be on route to undertaking some Chartered qualifications
• You must have excellent experience as a Paraplanner
• You should have experience as a Team Leader or Deputy Team Leader
• Experience of using Intelligent Office would be highly advantageous

The Company

This well-established independent financial planning firm is part of a national group, with a highly respected Senior Leadership team. This is an exciting opportunity to play an active part in the growth of the regional and national teams.

Senior Paraplanner / Paraplanner Team Leader Benefits

• Salary of £45,000 - £50,000
• Plus, discretionary bonus, 25 days holiday + bank holidays, 4x DIS (after 6 months) and 4% employer pension contribution
• 37.5 hours per week, Monday to Friday, 9am – 5pm, 30 minutes lunch break
• Mainly office based role with up to 2 days working from home once established in the role

Location

North Manchester

Call us now on 0208 0044 154 or click Apply

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