Wealth Planning Manager

4 days ago


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

A prestigious client in Staffordshire is seeking a skilled Paraplanner Manager to bridge the gap between senior advisers and technical planning support teams. This pivotal role will be key to the smooth running and efficiency of the company, encompassing technical paraplanning, team management, and support to the Financial Planning team.

The ideal candidate will be CF30 qualified or willing to become so, with experience in managing clients of all varieties within wealth planning. A proven ability to coach and motivate a team, as well as exposure to implementing new processes to enhance efficiency and productivity, is essential.

This unique opportunity offers a competitive salary up to £65,000 (negotiable based on skill-set and qualifications), along with a pension scheme, flexible working arrangements, 25 days holiday plus bank holidays, and ongoing career professional development. As a specialist in financial services recruitment, Recruit UK brings expertise, insight, and connections to bring about successful job placements.

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