Paraplanning Expert

About the Role

We are seeking a skilled Paraplanner to join our team in Staffordshire. As a Paraplanner Manager, you will play a pivotal role in bridging the gap between senior advisers and the technical planning support team.

Key Responsibilities include:

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

The ideal candidate will have previous experience as a Paraplanner and exposure to managing clients within wealth planning. Coaching and motivating a team is also essential.

This is a unique opportunity to join a well-established wealth management firm based in Lichfield.

What's in it for You?

• A salary of up to £65,000 (negotiable dependent on skill-set and qualifications)
• Pension scheme and flexible working arrangements
• 25 days holiday plus bank holidays
• Fantastic work culture and ongoing career development