Job Information

Our Clients, A Senior Practice of Wealth Managers based in Epsom are rapidly expanding and require a General Manager to help run the practice.

You should have previous experience either as a Paraplanner, Practice Manager or Financial Planner.

Your role will entail managing a team of paraplanners, Administrators and Trainee Advisors, mentoring and coaching, implementing proceedures and processes and monitoring them.

You should posses diploma 4 as a minimum and have a minimum of 5 Years experience of working in an IFA or Wealth Management company.

Full details of the role can be discussed on application.