Technical Planning Lead
6 days ago
Role Summary
We are seeking a highly skilled Paraplanner to join our team in Staffordshire. As a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners.
The ideal candidate will have a strong background in paraplanning, including experience in managing clients and supporting a team. They will also have excellent communication and coaching skills.
Responsibilities
- Providing technical paraplanning support and guidance to the team
- Managing the financial planning support team and streamlining processes
- Assisting with client engagement and data analysis
- Coaching and motivating the team to achieve their goals
Requirements
- Previous experience as a Paraplanner, ideally 5+ years'
- Exposure to managing clients within wealth planning
- Ability to coach and motivate a team
- Chartered status desirable but not essential
Benefits
- A competitive salary of up to £65,000 (dependent on skill-set and qualifications)
- Pension scheme and flexible working arrangements
- 25 days holiday plus bank holidays
- Ongoing career development and training
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