Financial Planning Team Lead
4 days ago
Job Overview
">Ferguson Dean Limited seeks a seasoned Financial Planning professional to lead its dynamic team. As a Paraplanning Manager, you will oversee the creation of comprehensive financial plans and suitability reports while guiding junior staff.
This is an exceptional opportunity for a motivated individual to grow professionally and contribute to the company's success.
Responsibilities
- Crafting accurate financial plans and suitability reports in collaboration with the team.
- Providing guidance on process improvements and template refinement.
- Maintaining workflow efficiency, ensuring legislative compliance, and updating key stakeholders.
- Offering technical support to colleagues and participating in continuous improvement initiatives.
Requirements
- Proven experience in financial planning and management, preferably as a Paraplanning Manager.
- Excellent leadership skills, ideally with supervisory experience.
- Professional certifications, such as a CII Diploma in Financial Planning.
- Technical proficiency in Intelligent Office, FE Analytics, Dynamic Planner, and The Exchange.
- Strong written and verbal communication skills.
Estimated Salary: £60,000 - £70,000 per annum, depending on experience.
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