Paraplanner Manager - Glasgow, United Kingdom - Truestar Talent Ltd

Tom O´Connor

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Tom O´Connor

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Description

Up to £65,000 basic


This national award winning, wealth management company is one of the largest and most established financial planning and investment companies in the UK.

They offer high-quality holistic advice and are looking for a Paraplanner manager to oversee two teamsof Planners, Paraplanners and support staff


This is a company where every member of the business is highly valued, treated with the upmost respect and encouraged to grow within the company.

You will meet people who share a common aspiration for excellence, and people tend to remain here for the longterm.


Does this describe you?

  • Passionate, knowledgeable and enthusiastic about all things financial
  • Enjoying managing and supporting a team of Paraplanners
  • Level 4 qualified with previous experience in a financial services technical role, and with an excellent knowledge of the FCA regulations
  • An individual able to determine when to structure, nurture and develop, and when to stand back and trust the team
  • Strong technical financial services industry skills and knowledge
  • Ability to work under pressure, striving for continuous improvement, with an excellent attention to detail
  • Open and transparent in your communication and working relationships

In this role, you will be:

  • Working full time
  • hybrid working 2 days a week in the office
  • Managing Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers
  • Recruiting, managing, training, monitoring and developing high quality Paraplanners, whilst remaining within timescales, budget and headcount levels
  • Nurturing and developing trainee Paraplanners
  • Liaising with other Paraplanning Managers to guarantee there is the necessary resource and technical coverage available for report writing, and that quality and turnaround times are as required
This is an amazing opportunity to work for a compassionate, flexible company that wants to invest in your future, providing training if you want to progress and realize your full potential


Interested?
If this sounds like the role for you, please forward a copy of your CV for immediate short-listing


If you would like to discuss this role, or any others we may recommend to you, please do get in touch.

Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you

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