Senior Paraplanner/technical Manager - Gerrards Cross, United Kingdom - Blakemore Recruitment

Blakemore Recruitment
Blakemore Recruitment
Verified Company
Gerrards Cross, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking to recruit a Senior Paraplanner/Technical Manager.


This is a great opportunity for experienced paraplanner, not looking to move into advice, but wanting to take your career forward.

This role offers a great opportunity to utilise your technical ability, while developing the wider team and really contributingto the wider organisations success.


Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Senior Paraplanner to provide holistic support to Financial Advisers and the overall business as part of their administrationand paraplanning function.


Duties for this role will include:

  • Technical knowledge and experience across whole range of investments and pensions.
  • Pension consolidation experience analysis, SR etc
  • Happy to work outside the typical paraplanner box, involved with nontechnical work, and driving the business forward
  • Identifying opportunities for operational improvement
  • Ability to mentor fledgling staff developing a team of administrators
  • Ability to work independently and take initiative but always as part of the team
More jobs from Blakemore Recruitment
See all jobs of Blakemore Recruitment