Paraplanning Manager/Head of client Services Location: Stockton-On-Tees Salary: up to £55,000
Benefits
- Generous salary/bonus and profit share scheme
- Group scheme benefits - pension scheme, death in service & income protection plan
- Career and personal development pathways
- Wellbeing support services
- Generous social budget and team away days
- Agile and home working policies
A highly unique and successful Wealth Management firm based in the Stockton-On-Tees. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients. They have a sole focus on high net-worth clients and have more than doubled in size over the last 2 years.
What's needed to be considered?
In order to be considered for this unique senior paraplanner opportunity, candidates need to have -
- Comfortable producing technical Suitability reports
- level 4 diploma qualified (CII / CISI / LIBF) and working towards chartered.
- High level of analytical capability and good communication skills (Client facing skills)
What next?
Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning, IFA, financial planning, wealth management, independent financial advice, senior paraplanner
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