Paraplanner Manager

  • Shortlist
Location SHEFFIELD , Yorkshire
Sector Financial Services
Salary £30,000 - £32,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 58745

The Client

Our client are a highly reputable Wealth Management firm based north of Sheffield. With specialist expertise within discretionary investment management and independent financial advise, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service.

The Opportunity

During a period of key expansion, a position has arisen for an experienced Office Manager to support the day to day management of the administration team and contribute to strategy implementation. Duties may include:

  • Production of client facing reports as and when required in line with current regulations.
  • Manage the administration of the investment process and implement it in a uniform way across all managed portfolios.
  • Prepare and complete research for all asset and product types.
  • Taking ownership of projects and understand when change is needed.
  • Allocation of duties, supervision, appraisals, monitoring and recruitment for the administration team.
  • Contribute to business development strategies and push forward firm’s business plan.


What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

  • Strong staff management experience
  • Previous experience within an IFA Practice is desirable
  • Good Pensions & Invetsments product knowledge
  • Strong communication skills

What next

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.