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paraplanning supervisor

International Permanent £50,000 - £60,000 per year View Job Description
Our client is looking for a high calibre Paraplanning Supervisor to join our growing team. The idealcandidate should show strong leadership skills, whilst having excellent empathy and understanding ofthe role.
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  • Fast growth organisation
  • Great opportunity to progress

About Our Client

Our client is a privately owned financial planning and discretionary investment management house. They
are dedicated to provide a high-quality service for private clients, trusts, and smaller institutions.

Job Description

  • Ensure all work completed by yourself and your team is accurate and completed to a high
  • standard
  • Work with the Paraplanners in your team to develop them and ensure they have the support
  • they need to progress
  • Keep clear and up to date records relating to the management of your team
  • Ensure your team is hitting appropriate targets and deadlines
  • Take responsibility for the for the management information provided by your teams to ensure
  • it is accurate and up to date. Think client when you are writing a report to ensure the report is
  • client friendly and easy to digest
  • Taking ownership of the clients experience by ensuring you effectively manage your cases
  • throughout the process
  • Ensure all e-mails, research documents and report drafts are saved to our file storage system
  • with meaningful titles
  • Strive to meet all points on the PP service charter

The Successful Applicant

  • Demonstrate a strong technical knowledge and understanding of all financial products
  • Experience within the financial services industry and have had at least 5 years Paraplanning
  • experience
  • Excellent communication skills, both verbally and in writing
  • Ability to communicate effectively with departments across the business as well as clients
  • Ensuring you are a good role model to other members of the team by being proactive and
  • positive
  • Being comfortable with working in a fast-paced environment that experiences lots of
  • developments and changes
  • Be organised and able to manage a busy workload

What's on Offer

Salary - £45/60,000

hybrid working, 2 days in the office per week

28 days holiday plus bank holidays (and birthday off)

Contact
Thomas Tully
Quote job ref
JN-072024-6497467
Phone number
+44 238 068 2215

Job summary

Job function
Banking & Financial Services
Subsector
Retail Banking - Financial Advisory / Personal
Sector
Financial Services
Location
International
Contract type
Permanent
Consultant name
Thomas Tully
Consultant phone
+44 238 068 2215
Job reference
JN-072024-6497467