Job Description
Experience/knowledge required:
- Current Paraplanning experience
- Ideally Level 4 Dip qualified
- Experience with team/ people management
- Good knowledge of relevant FCA regulations and sound product knowledge
- Managing team of experienced Paraplanners
- Assessing client requirements
- Researching, identifying, and presenting solutions in Advisor recommendations
- Carrying out financial analysis
- Producing reports and recommendations
- Ensuring all regulatory ad compliance standards are met
Paraplanning Team Leader
Southampton
£45,000 - £60,000 DOE
For further details please get in contact with Tegan Sillett at Dynamite Recruitment on 02392455422