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Assistant Paraplanning Manager

Employer
Ortus Psr
Location
Canary Wharf, East London, United Kingdom
Salary
Competitive Salary
Closing date
Jan 15, 2022

View more

Job Role
Accounts Assistant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Level of qualification
Not qualified, Part qualified, Qualified, CIMA
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Assistant Paraplanning Manager



Location:
London



Salary:
£35,000 - £45,000

The opportunity for an experienced Paraplanner to take a step up and join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.



Responsibilities:

  • Managing, leading and motivating a team of paraplanners
  • Assessing client requirements and researching, identifying and presenting solutions in support of Adviser recommendations
  • Carrying out financial analysis and producing reports and recommendations
  • Ensuring all regulatory and compliance standards are met

Skills:

In order to be considered for this unique opportunity, candidates need to have

  • Management skills with the ability to assign tasks, manage progress and evaluate the performance of team members
  • Level 4 Diploma qualified or working towards this and previous experience within a fast-paced IFA practice
  • High level of analytical capability and good communication skills
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