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

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

Paraplanning Team Leader

Job Description

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