Financial Planning Manager

5 days ago


Heaton Moor, United Kingdom Forrest Recruitment Full time

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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