Paraplanner Manager Lead
4 days ago
Paraplanning Manager – Lead and Inspire at Ortus PSR
Are you an experienced paraplanner looking to take your career to the next level? Ortus PSR is seeking a talented Paraplanning Manager to lead a team and contribute to the delivery of exceptional financial planning services. With a client-first approach, you'll help ensure that financial planning is always personal, thoughtful, and effective.
What You'll Love About This Role:
- Industry Recognition – Ortus PSR is known for delivering award-winning, client-focused financial planning services.
- Independent Advisory Environment – Enjoy working in a truly independent advisory environment, allowing you to offer unbiased, tailored advice without constraints.
- Flexible Working Model – Benefit from a flexible working model that balances time in the office with home-based work to suit your lifestyle.
- Leadership Opportunities – You'll lead a team, providing guidance and mentorship while driving technical excellence and efficiency within the paraplanning function.
- Competitive Package – Enjoy a salary up to £70,000, with a bonus structure, pension, and private medical insurance.
Key Responsibilities:
- Oversee the paraplanning team, ensuring the delivery of high-quality reports and client service.
- Develop and implement strategies to improve team performance and efficiency.
- Collaborate with other departments to ensure seamless delivery of financial planning services.
- Stay up-to-date with industry developments and best practices to maintain expertise and provide guidance to the team.
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