Senior Paraplanner Professional

7 days ago


Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

About the Role

We are seeking a highly skilled and experienced Technical Planning Support Manager to join our prestigious client's team in Staffordshire.

This is a pivotal role where you will be bridging the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.

The ideal candidate will have CF30 qualification or be willing to become CF30 qualified, with excellent coaching and motivating skills to lead a team of Financial Advisers and Chartered Financial Planners.

Key Responsibilities include:

  • Supporting a team of Financial Advisers and Chartered Financial Planners
  • Assisting with client engagement
  • Conducting data analysis and research
  • Providing technical paraplanning support
  • Managing the financial planning support team
  • Streamlining and implementing new processes to enhance efficiency and productivity

In return for your expertise, we offer a competitive salary of up to £65,000 (negotiable dependent on skill-set and qualifications), a pension scheme, flexible working options, 25 days holiday plus bank holidays, and fantastic work culture.


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