Senior Paraplanner Manager
1 month ago
Join Quarsh as a Senior Paraplanner Manager and take charge of our team of 8 FPSs, providing technical leadership and guidance while delivering exceptional financial planning advice to our clients.
You will be responsible for maintaining strong relationships with our clients, ensuring the quality and accuracy of their advice, and developing new client relationships.
As part of our team, you will have access to regular coaching and support, allowing you to grow professionally and personally.
About the Company
Quarsh is a UK-leading advice firm focused on helping senior medical professionals and their families achieve their ambitions through bespoke long-term financial planning.
We pride ourselves on our unique approach, combining exceptional NHS knowledge, sound investment philosophy, and a custom-built Empowerment Pathway to deliver a successful financial planning experience.
The Ideal Candidate
We are looking for someone with a proven track record of managing paraplanners in a commercially driven environment.
You should be confident in your technical knowledge and possess exceptional communication and interpersonal skills.
Requirements
- FCA Certified and Registered Statement of Professional Standing (SPS)
- QCF level 4 minimum
- Extensive technical knowledge of financial planning products and services
- Exceptional report writing and presentation skills
What We Offer
We offer a competitive annual salary up to £80,000 based on experience, plus additional benefits such as Death in Service + Critical Illness Cover, Christmas to New Year 'gifted' leave, EAP assistance, Private Medical Insurance, Ride to Work scheme and Season Ticket Loan, Long Service/sabbatical, Paid CII for Examination, Learning Support including financial support and study assistance, and Company Social Events.
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