Technical Planning Lead

6 days ago


Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

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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