Job Details
Paraplanning Team Leader - London
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Sheffield
Salary: £35,000-40,000 + benefits
Job Ref.: SL:TRWLPPWV1
Job Information
A highly respected and longstanding IFA firm in Sheffield are looking to add an experienced paraplanner to their office as a Practice/Paraplanning Manager. This is a fantastic opportunity to join a prestigious Financial Planning Practice, in a rare managerial position.The ideal candidate will be as follows:
DipFA Qualified and considering becoming chartered as a minimum
3 years experience as an paraplanner or PA to an IFA at a chartered IFA firm/consultancy rather than a bank/provider
Have experience writing bespoke valuation reports and suitability letters and producing high-level research
Experience in submitting and processing new business as well as outting together portfolios
Strong technical knowledge of pensions, life and investment products
Experience using wrap platforms and back office systems such as Avelo or XPLAN
Experienced in training more junior members of staff
A keen eye for detail and administrative experience
If you are interested in joining a team with fast progression and outstanding opportunities and you have the relevant experience then this is the role for you.
With a fantastic salary structure between Β£30000-40000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects.
Please apply either within and a consultant from Cameron James will be in touch.