Paraplanner Manager

  • Shortlist
Location Heaton Mersey, , Cheshire
Sector Financial Services
Salary £40,000 - £45,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 56552

An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service.

They provide a very cheerful working environment, encourage promotion from within and are situated in a modern office space.

 

The Opportunity

Our client is looking for a Team Leader within their paraplanning team who would support the Operations Director with managing the day to day workload and queries within the team. Part of the role would be a compliance function, helping with the file reviews they complete. They are looking for someone who has experience or relevant skills to act as a team leader, is an experienced qualified paraplanner (as part of the role would still be to perform the normal paraplanner duties) and some compliance experience or relevant skills to support the file reviews and quality monitoring for the team. 

 

What’s needed for me to be considered?

  • Hold previous experience managing a team
  • Holds the Level 4 Diploma
  • Compliance experience desirable
  • Previous experience dealing with High Net Worth Clients desirable

 

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 if we assist them in securing a new career.

Job Synonyms:  Para Planner, Administration Manager, Team Leader, Paraplanning Manager, Paraplanner Manager, Senior Paraplanner