Interim Head of Paraplanning

6 days ago

Canary Wharf, United Kingdom Finlink Ltd Full time

An excellent opportunity for an Experienced Paraplanner to join a dynamic, growing firm to help manage a team of paraplanners. This is an interim role to cover maternity leave (12-18 month contract).

The Company:

- An SJP Partner practice providing wealth management advice to High Net-Worth clients
- Established and trusted firm accredited by the Good Business Charter that reflects an ethical, fair and positive culture
- Around 150 employees (circa) spread across two sites
- Offices in Canary Wharf and Reading

The Benefits:

- Negotiable salary is up to £48k dependent on experience (plus discretionary bonus)
- A great opportunity to gain experience in a senior management position within a wealth management firm
- Hybrid based role split between home and office
- Life Assurance, Healthcare cash plan, etc
- Wellbeing day and birthday off

The Role
- You will be responsible for all paraplanning duties across the practice with a focus on delivering excellent service to Advisors and clients.
- Responsibilities for Stakeholder Management including taking an active role in the Operations Management Team and managing priorities
- Operational BAU, Operational Projects and Line management responsibilities
- Typical full-time hours Monday to Friday, 9-5:30 with flexi-time

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