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Senior Technical Paraplanner

2 months ago

Sawbridgeworth, Hertfordshire, United Kingdom Recruitment Solutions (Folkestone) Limited Full time
{"title": "Head of Paraplanning Role", "content": "

We are seeking a highly skilled and motivated Senior Paraplanner to join our dynamic team and help us continue delivering top-tier financial planning.

This position would encompass both elements of paraplanning and management as you would be working with the paraplanning team to provide a high level of technical support to our clients.

As Head of Paraplanning, you will be supporting the wider business by being involved in operations meetings and working with the directors at the firm.

This role would suit someone who is an accomplished Paraplanning Team Leader / Head of Paraplanning but is looking to step into a new position to add to this skillset further and take on a bigger challenge in their career.

We have a friendly, teamwork-orientated culture and the office has parking. There is a competitive benefits package including flexible working, exam support and a good holiday allowance so, if you are looking to join a vibrant team with a firm that can offer a good work/life balance, with a chance to develop your career then this could be for you.

Key Responsibilities:

  • Team Management
  • Level 4 Diploma Qualified as a minimum
  • Experience of working with an IFA or Wealth Management firm
  • Experience of writing tailored suitability reports for various clients.
  • A desire and interest to continue developing your skillset.
  • Excellent communication skills and the confidence and ability to deal with clients in a professional, personable manner.
  • Good understanding of the FCA and how a Financial services firm operates

How to Apply:

If you are a dedicated Team Leader, Senior Paraplanner who is looking to make a meaningful impact in a client-focused environment, we would love to hear from you. Please submit your CV and a cover letter detailing your experience and why you are the perfect fit for this role.

", "requirements": "

Key Requirements:

  • Team Management
  • Level 4 Diploma Qualified as a minimum
  • Experience of working with an IFA or Wealth Management firm
  • Experience of writing tailored suitability reports for various clients.
  • A desire and interest to continue developing your skillset.
  • Excellent communication skills and the confidence and ability to deal with clients in a professional, personable manner.
  • Good understanding of the FCA and how a Financial services firm operates
", "benefits": "

We offer a competitive benefits package including:

  • Flexible working
  • Exam support
  • Good holiday allowance
", "company": "Recruitment Solutions (Folkestone) Limited"}