Senior Paraplanner, Team Lead
6 days ago
Paraplanning Manager Opportunity at a Leading Wealth Management Firm
The role of Paraplanning Manager at our esteemed client is a rare and exciting opportunity for an experienced professional to join their team. As a Paraplanning Manager, you will be responsible for providing technical support to the team, preparing Suitability Reports, and liaising with product providers to collate pension and investment information.
Key responsibilities of the role include:
- Preparation of Suitability Reports
- Liaising with product providers to collate pension and investment information
- Providing technical support to the team with paraplanning and research support
- Carrying out market research on behalf of the Financial Adviser
- Assisting in the on-going due diligence reviews of investment funds and Platforms
- Providing appropriate support to the Financial Adviser/MD
In addition to these responsibilities, the successful candidate will also have the opportunity to oversee the team and act as a manager to assist in their ongoing growth.
To be considered for this role, you must be experienced within an IFA or investment manager, having completed your chartered exams or made significant progress towards them. Your background should include both Pensions and Investments with excellent report writing skills. Defined benefit experience would be a plus, as would experience of using research tools and cash flow modelling.
This is an excellent opportunity for a committed, enthusiastic, and flexible individual to develop their experience, further their career, and utilise their expertise. Our client offers an attractive package, further study support, and the chance to join them during a growing time in their history.
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