Senior Manager, Financial Planning

4 weeks ago


Milton Keynes Buckinghamshire, United Kingdom The Progress Shed Full time

As the Head of Paraplanning, you will play a pivotal role in providing technical support toFinancial Planners and ensuring the delivery of exceptional client service.

Write Financial Planning Reports to be presented to clients by our Advisers.
Prepare client review packs and handle illustration requests.
Assist in developing Paraplanner hubs in other offices.
Deliver training remotely.
Stay updated with financial products and legislation.

Experience in a Financial Planning firm with essential Paraplanner/report writing skills.
Expert at Managing, Training, Support and motivating a team.
Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, and Corporate Eyecare.



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