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Financial Services Manager
1 month ago
Adecco is a leading provider of financial services, dedicated to delivering exceptional results to our clients. Our team of experts is committed to professional development and strives for excellence in everything we do.
Responsibilities:
As our Paraplanning Manager, you will play a crucial role in the success of our team. Your key responsibilities will include:
- Leading and managing a team of paraplanners, providing guidance and support to enhance their performance
- Developing and maintaining effective systems and processes to streamline the delivery of financial advice and services
- Overseeing the compliance and regulatory obligations within the paraplanning function
- Collaborating with our Financial Advisors to ensure accurate and timely preparation of financial plans
- Conducting regular training sessions and workshops to upskill the team and enhance knowledge
- Maintaining strong relationships with key stakeholders, including clients and external service providers
Requirements:
We are looking for a highly experienced and skilled individual with a proven track record in managing and training teams. You will have a strong understanding of financial services and regulatory requirements, as well as excellent leadership and communication skills. If you are a motivated and ambitious individual who is passionate about delivering exceptional results, we want to hear from you.
