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SalaryAre you an experienced Paraplanner Manager with a drive to excel in compliance and financial wealth services? Our esteemed client, located in Kent, is seeking a proficient Paraplanner Manager to lead their vibrant team.
My client has provided straightforward independent financial advice for many years and manages approximately a quarter of a billion pounds (£250m) for private individuals, companies, charities, and trusts. They offer a holistic approach to advice, taking the time to understand clients on both professional and personal levels.
This role presents a compelling opportunity for a seasoned Paraplanning Manger to oversee the paraplanning team, ensuring strict compliance with regulatory standards and internal protocols while crafting comprehensive financial plans and reports for valued clients. The ideal candidate will possess relevant certifications in financial planning and a proven track record in compliance-focused paraplanning roles. Exceptional leadership, communication skills, and adaptability to a hybrid work setting are essential for success in this role.
Key Responsibilities as the Paraplanner Manager include spearheading and supervising the paraplanning team, ensuring compliance, crafting meticulous financial plans, offering mentorship to team members, and continually enhancing compliance practices.
Benefits for the successful individual include an attractive salary package, promising Career Progression opportunities, and the flexibility of a hybrid work arrangement.
To discuss this Paraplanner Manger role in more detail please contact Joanna Clark
