Are you an accomplished Wealth Management professional with extensive technical and leadership skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients?
A role now exists for a Paraplanning professional to lead and develop the Technical team within this award winning IFA. Your role will be to provide insight and analysis across a range of Financial Planning areas as well as utilising your leadership and mentoring skills to enhance the knowledge and understanding of your team. You will maintain “hands on” responsibilities including providing holistic services across Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues.
Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. In addition, you will have experience of leadership and mentoring and have the desire to develop the skills of others
You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries.
This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence.
Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager