Financial Planning Team Lead

4 days ago


Manchester, United Kingdom Ferguson Dean Limited Full time

Job Overview

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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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