Financial Planning Support Director

1 day ago


Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time
Technical Paraplanning Manager Role

We are looking for an experienced Technical Paraplanning Manager to join our team in Staffordshire.

The successful candidate will be responsible for providing technical support to Financial Advisers and Chartered Financial Planners, managing a team of Paraplanners, and assisting with client engagement and data analysis.

The ideal candidate will have:

  • Strong technical paraplanning skills
  • Excellent communication and leadership skills
  • Experience in managing teams and projects

Requirements:

  • CF30 qualification or willingness to become CF30 qualified
  • Previous experience as a Paraplanner, ideally 5+ years'
  • Ability to motivate and coach a team

Salary: Up to £65,000 (dependent on skill-set and qualifications)

Benefits:

  • Pension scheme
  • Flexible working arrangements
  • 25 days holiday plus bank holidays


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