Paraplanning Team Leader - Greater Manchester, United Kingdom - Fram Search

Fram Search

Verified Company

Greater Manchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

Independent financial planning firm

Management responsibility
Level 4 required

Fram are working with an independent financial planning firm with an office in north Manchester, who are seeking an experienced paraplanner looking for that next step in their career.

The role is to join the existing team of three paraplanners, with the view of becoming the head paraplanner and managing the team.

Therefore, this opportunity would suit someone who is looking for that next step and perhaps there isn't one in your current firm.

The firm currently has 3 chartered advisors so a paraplanner who is very technical, level 4 and happy to work toward chartered status is preferred.

Responsibilities will include:

Day to day management of PP team
Working with advisor to collate advice for client
Produce financial planning and investment suitability letter across a range of areas
IHT, Protection, Pensions, Investments, Tax and estate planning
Occasional attend client meetings with advisors
Act a point of contact to answer technical questions
Checking and monitoring other team member's work