Business Manager - Financial Services
Due to further expansion, our client, a leading financial planning company offering services throughout the country, has a requirement for a paraplanner or a senior/paraplanner team leader to join their office to aid their growth strategy. The role will be hybrid, with flexible working arrangements and a strong focus on team culture, fully supporting career development pathways towards your goals.
The position will provide essential support to their financial advisers through technical research and report writing, along with attending meetings as required. Their advisers offer holistic independent financial advice to clients, including cashflow modelling, pensions, investment, and estate/tax planning services.
The structure of their team means that the successful hire will have hands-on exposure to clients, be a vital part of the advice process, and have their input recognized. Continued client contact means that communication and interpersonal skills are key, along with fitting into their warm and dynamic office culture. For a more senior/experienced appointment, there will be the opportunity to train, mentor, coach, and support colleagues and have input into the company's direction as a part of the management team.
While they can be flexible on exams (and support studies), particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining, but a senior must have level 4. A minimum of 2 years of experience in financial planning/wealth management – either provider, IFA, or investment manager – is needed, providing support to financial advisers carrying out technical support. However, they could also consider an individual in a senior IFA administrative role with exam progress to develop; the drive, enthusiasm, and eagerness to develop would be key if hiring at that level. Strong software, IT skills, and back office experience are a must, with a keen eye for detail and carrying out work in line with FCA legislation/regulations.
This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission – all applications treated in the strictest of confidence.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Administrative, Other, and Analyst
Industries
Financial Services, Banking, and Investment Management
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