Job Information

Practice Manager/ Senior Paraplanner
Location : Bishop’s Stortford
Salary : Circa £35,000 dependant on experience + benefits


Are you a Senior Paraplanner or Practice Manager looking for a new challenge£


Would you like to be an integral part of a growing Indpendent Financial Advisory firm who have grown considerably due to client recommendation and their Outside the Box, totally independent, holistic approach to Financial Advice£


This Company have been established for over 20 years and pride themselves on their 100% Client retention rate and are well structured in their business plan for the next 3 years.


This growing firm are now looking to take on a Practice Manager/Senior Paraplanner.


Responsibilities of a Practice Manager/Senior Paraplanner

• Responsible for being the focal point that the team will take direction from on behalf of the Director
• Analysing existing client data and identifying why the firm can add value for the client
• Maintaining the adviser's workload using a back office system
• Overseeing support staff to ensure efficiency and support other areas of the business when necessary
• Writing bespoke and templated technical suitability reports
• Conducting high quality fund and similar product research
• To ensure all compliance requirements are met for the firm
• To ensure client information is recorded onto the database and to keep this up to date
• Liaising with providers on a daily basis on a range of matters concerning all areas of financial enquiries
• Building relationships with client and businesses and keeping them up to date
• Ensuring the company is kept up to date on market and regulation changes


Are you a Senior Paraplanner, Financial Services Manager, Financial Services Support Manager, Senior Technical Analyst, Senior Financial Planning Analyst, Practice Manager, Trainee Practice Manager, Financial Services Business Support Manager, or Financial Services office Manager£


If so this role will be just right for you!


Requirements for a Practice Manager/Senior Paraplanner

• Diploma qualified or close to attaining DipFA/DipPFS status or similar
• At least 5 years’ experience providing support within a Wealth Management, IFA or Financial Planning Firm
• Ability to manage a team of financial services personnel
• Track record of ability to work compliantly
• Experience in processing new business, putting together research and assisting with product selection
• Experience in writing technical suitability reports and conducting high quality fund research
• Able to liaise with clients and third party providers in a professional and efficient manner.
• Experience using a back office system similar to adviser office with a strong knowledge of provider WRAP platforms
• Providing extensive administrative and technical support to the advisors
• Excellent communicator, organized, knowledgeable and technically minded


To find out more about this exciting opportunity please contact Robyn Hoaksey at Cameron James today