Paraplanning Manager
Sunderland
£45,000 basic salary
Hybrid working
A leading financial advisory business are looking to hire an experienced Paraplanner to join their team in Sunderland for a paraplanning manager role.
Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadership-focussed role, ensuring strong team morale along with day-to-day involvement in process and performance management.
Duties include:
* Set clear team goals and KPIs at the beginning of each month
* Oversee day-to-day teams' operation and performance
* Liaise with the wider management team effectively
* Work collaboratively with advisers and other internal stakeholders
* Research appropriate solutions from the market effectively using qualitative and quantitative methods
* Use in-house and external financial planning tools such as cash flow modelling and cost comparisons tools
* Prepare personalised client facing written communications such as suitability reports, letters and annual review reports clearly and professionally
Benefits:
- 30 days holiday + Bank holiday - Ability to purchase more and your birthday off!
- Enhanced Pension
- Enhanced Maternity, Paternity and adoption policies
- DIS
- Employee Assistance programee
- Financial support with qualifications and study.
The successful applicant will have attained their Level 4 Diploma, along with a positive and personable mindset. This role would suit someone who is working within a paraplanning capacity and supervising, leading and mentoring other members of staff. This is a fantastic opportunity for someone wanting to take on a more senior level role and gain valuable management experience.
For more information on this Paraplanning Manager opportunity in Sunderland paying up to £45,000 please click apply or email Louise.bibb@idexconsulting.com