Paraplanning Manager

Paraplanning Manager

Our client is looking for a Paraplanning Manager that is highly technical and has experience of managing or mentoring a small team. Preference will be given to those that are Chartered.

You will be one of the key members of the company, helping to inform strategy and policy. You will be working directly with clients, writing technical reports, and managing the team. You will be working closely with the Advisers to ensure the best outcome for clients, by managing the investment proposition, interpreting data, conducting research analysis, dealing with complex calculations and cashflow forecasting and creating solutions while developing and mentoring team members.

You will need to have 5 years experience in paraplanning, be a graduate, Level 4 qualified and preferably chartered, be highly technical in your approach and experience, have exemplary report writing skills, be a good manager and preferably have experience in XPlan and FE Analytics.

This is a well established company with a professional and friendly culture that offers a competitive benefits package with hybrid working 3/2.

If interested in this exciting opportunity please email or attach your CV.