Team Manager - Nottingham, United Kingdom - Brevere Group
Description
Are you an accomplished Wealth Management professional with extensive technical and leadership skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients?
A role now exists for a Paraplanning professional to lead and develop the Technical team within this award winning IFA.
Your role will be to provide insight and analysis across a range of Financial Planning areas as well as utilising your leadership andmentoring skills to enhance the knowledge and understanding of your team.
You will maintain "hands on" responsibilities including providing holistic services across Retirement, Investment and Tax issues.You will have extensive client and introducer contactand you will act as the main point of contact for all technical issues.
Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm.
You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers,Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work.
In addition, you will have experience in cash flow modelling and relevant Financial Planning software. In addition, you will have experience of leadershipand mentoring and have the desire to develop the skills of others
You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries.
Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager
More jobs from Brevere Group
-
Wealth Management Consultant
Reading, United Kingdom - 4 weeks ago
-
Administrator/trainee Paraplanner
Watford, United Kingdom - 4 weeks ago
-
Employee Benefits Administrator
Huntingdon, United Kingdom - 3 weeks ago
-
Senior Parapanner
London, United Kingdom - 3 days ago
-
Practice Manager
Lincoln, United Kingdom - 3 days ago
-
Technical Paraplanner
Harlow, United Kingdom - 4 weeks ago