Paraplanning Manager - London, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
London, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

plus personal development plan
As a Diploma Qualified Paraplanner, are you now interested in passing your knowledge and expertise across to a team who would welcome your advice, direction and training, all of whom are at different stages of their career journey? Due to an increase inbusiness, my well established and highly respected Client provides a comprehensive financial planning and investment service to HNW Clients is looking for an experienced Paraplanning Manager/Team Leader to take on this challenging and high-profile role byadding value to the business and leading by example

Opportunity Highlights

  • Excellent highprofile people management opportunity
  • Minimum of the CII Diploma in Financial Planning
  • Level 4 qualified plus at least 1 Advanced Diploma module.
  • Advanced knowledge of financial services and products
  • Manage train, develop a team of Junior, Qualified and Senior qualified Paraplanners ( in excess of 10 staff )
  • Focus is on recruitment, training, reviews and implementing personal development plans and control of workflow
  • Executing the client service delivery strategy and managing controls and quality of work aiming to improve the overall efficiency and productivity of the department.
  • Working closely with the Head of Paraplanning and Advisory Team to review team performance actioning concerns


If you are looking for an opportunity to be involved in the decision making process of a progressive growing organisation, please call Camilla Howden.

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