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Form of workAre you a skilled Paraplanner with a passion for financial planning and an ambition to progress into a management role? Are you ready to take the next step in your career and lead a team of talented professionals? Look no further – we have the perfect opportunity for you!
We are seeking a motivated and experienced Paraplanner who not only excels in providing comprehensive financial planning support but also possesses the drive and potential to step into a management position. Join this reputable financial services firm and embark on a fulfilling journey towards becoming a successful Paraplanning Manager.
Key Responsibilities:
Utilise your expertise in financial planning to deliver accurate and compliant advice, ensuring the highest level of service to clients.
Collaborate with advisors and other stakeholders to develop and implement tailored financial strategies.
Oversee the work of a team of paraplanners, providing guidance, support, and training to enhance their professional development.
Conduct performance evaluations, set goals, and implement strategies to optimize team efficiency and productivity.
Stay abreast of industry regulations, market trends, and product knowledge to guide team members and ensure compliance.
Assist in the strategic planning and growth initiatives of the paraplanning department.
Requirements:
Proven experience as a Paraplanner, demonstrating a solid understanding of financial planning concepts and regulations.
Recognised qualifications in financial planning
