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Paraplanning Team Leader

Job Title: Paraplanning Team Leader
Contract Type: Permanent
Location: Chichester
Industry:
Reference: 1227037
Contact Email: contact@dynamiterecruitment.com
Job Published: January 04, 2022 18:01

Job Description

We are looking for an experienced Paraplanner to join the team as a paraplanning Team Leader to join a wealth management firm in West Sussex. This role offers the luxury of Hybrid of Home-based working options. You will be managing the dedicated team of paraplanners, helping to service their High-Net-Worth client banks.
Skills
  • At least 2 years’ experience in paraplanning
  • Excellent knowledge of financial planning tools and modelling software.
  • Excellent communication skills (both written & verbal) with the ability to establish and maintain strong client relationships.
  • Hold a level 4 Diploma in Regulated Financial Planning
  • The ability to translate technical information into an understandable format for clients
Benefits
  • Generous Salary and Bonus Package
  • Company Pension Scheme
  • 35 days holiday allowance
  • Hybrid or home-based working options
For further details please contact Tegan Sillett at Dynamite recruitment on 02392455422 or tegan.sillett@dynamiterecruitment.com