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Senior Manager, Financial Planning

2 months ago

Stockport Greater Manchester, United Kingdom Forrest Recruitment Full time €60,000

Paraplanning Manager - Stockport - Permanent - Up to £60,000 DOE Our client is a well-established provider in their field who have become a trusted name to their clients. They are currently looking for an experienced Para Planning Manager to join their team on a permanent basis. This role is full time and will see you working Monday - Friday 9-5pm.
Supporting the team of Paraplanners in preparing accurate financial plans and suitability reports
- Supporting Paraplanners in research and analysis to meet client needs and objectives
- Have a full understanding of Holistic Financial Planning
- Ensuring that any business conducted is done in a responsible and complaint manner, meeting all legislative requirements, both internally and externally
- The ideal candidate will have worked within a Paraplanning role previously, experience within a management role although this is not essential, and have gained at least Level 4 CII Diploma in Financial Planning.
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