Financial Planning Manager
5 days ago
Paraplanning Manager Role
We are seeking an experienced Paraplanning Manager to join our team at Forrest Recruitment Limited. The ideal candidate will have a strong background in financial planning and management, with a proven track record of delivering high-quality results.
Key Responsibilities:
- Supporting the team of Paraplanners in preparing accurate financial plans and suitability reports
- Providing technical guidance to the Client Relationship Team, assisting with product-specific, technical, and compliance-based queries
- Developing and maintaining internal relationships with various areas of the business to meet agreed targets
- Managing team workflow and delivery against set standards
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
Requirements:
- At least Level 4 CII Diploma in Financial Planning
- Previous experience in a Paraplanning role, with management experience preferred
Send your CV to Forrest Recruitment Limited for consideration.
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