Senior Financial Services Manager
3 days ago
**Role Overview**
We are seeking a skilled Senior Financial Services Manager to lead our financial planning team in Staffordshire. As a pivotal member of our team, you will be responsible for bridging the gap between senior advisers and the technical planning support team.
Key Responsibilities:
- Support a team of Financial Advisers and Chartered Financial Planners
- Assist with client engagement
- Conduct data analysis and research
- Technical paraplanning support
- Management of the financial planning support team
- Streamlining and implementing new processes to enhance efficiency and productivity
**What We Offer**
- Salary up to £65,000 (negotiable dependent on skill-set and qualifications)
- Pension scheme
- Flexible working (if required)
- 25 days holiday plus bank holidays
- Fantastic work culture
- DIS
- Ongoing career professional development
- Unique and varied opportunity
**Requirements**
- Previous experience as a Paraplanner, ideally for 5+ years'
- Exposure to managing clients of all variety within wealth planning
- Ability to coach and motivate a team
- Ideally you will be Level 6 Chartered but this isn't a necessity
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