Job Description

A leading Financial Planning and Wealth Management firm have the rare opportunity available, recruiting for an Paraplanning Team leader to lead their successful and incredibly passionate Paraplanning Team. You will be part of the overall success and growth of an incredibly successful business. This is an exciting and challenging role.
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

Duties include:

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

Team fit is extremely important for this position we are looking for someone with a positive outlook, a natural leader from the front. The team are close knit and her workers. You will be a strong communicator with good attention to detail, A great role that combines the practical paraplanning role and the ability to utilise your skills and experiences to lead the delivery of others.

Paraplanning Team Leader
Southampton
£45,000 - £60,000 DOE

For further details please get in contact with Tegan Sillett at Dynamite Recruitment on 02392455422

Job Title:	Paraplanning Team Manager
Contract Type:	Permanent
Location:	Southampton
Industry:	Financial Services
Reference:	1118499
Contact Name:	Tegan
Contact Email:	contact@dynamiterecruitment.com
Job Published:	May 20, 2021 17:46

Paraplanning Team Manager

Job Description

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