Senior Financial Planner
8 hours ago
We are seeking an experienced Paraplanner to lead our in-house team, providing expert support to our Financial Advisors and helping to drive business growth.
Key Responsibilities- Lead the Paraplanning team to ensure efficient and effective delivery of services
- Manage paraplanner workloads, projects, and one-to-one meetings to support learning goals
- Coordinate team activities, including research, report writing, and client contact
- Develop and implement processes to improve team performance and efficiency
- Level 4 Diploma in Financial Advice
- Proven experience as a Paraplanner, with a strong understanding of financial services
- Management experience or experience as a team member in a Paraplanning team
- Salary up to £60,000
- Hybrid working arrangement
- Exam support and professional development opportunities
- Holiday and pension scheme
If you are a motivated and experienced Paraplanner looking for a new challenge, please apply below with your CV and a cover letter outlining your experience and qualifications.
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