A leading financial advisory business is looking to hire an experienced Paraplanner to join their team in Sunderland.
Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadership-focused role, ensuring strong team morale along with day-to-day involvement in process and performance management.
Duties include:
1. Set clear team goals and KPIs at the beginning of each month
2. Oversee day-to-day teams' operation and performance
3. Liaise with the wider management team effectively
4. Work collaboratively with advisers and other internal stakeholders
5. Research appropriate solutions from the market effectively using qualitative and quantitative methods
6. Use in-house and external financial planning tools such as cash flow modelling and cost comparisons tools
7. Prepare personalised client-facing written communications such as suitability reports, letters and annual review reports clearly and professionally
The successful applicant will have attained their Level 4 Diploma, along with a positive and personable mindset.
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