Job Description
Job Title: Paraplanner Manager
Industry: Financial Services
Location: Staffordshire
Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)
Job reference: 9369
My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team.
This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. It is a very varied role.
My client are ideally looking for someone who is CF30 qualified or who is looking to be more client facing and is happy to become CF30 qualified.
Key Responsibilities will involve but not be limited to:
* Support team of Financial Advisers and Chartered Financial Planners
* Assist with client engagement
* Conducting data analysis and research
* Technical paraplanning support
* Management of the financial planning support team
* Streamlining and implementing new process to enhance efficiency and productivity
* And much more…
What’s in it for you:<...