Paraplanner & Administration Manager – Growing Company
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| Job Type | Permanent full-time |
| Area | West Sussex, England |
| Sector | Private Client InvestmentWealth ManagementFinancial Advisory |
| Salary | £35000 - £40000 |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 01635261850 |
| Job Ref | 6188 |
| Job Views | 93 |
- Description
- Paraplanner & Administration Manager – Growing Company
Maidstone - £40,000 (flexible) + Package
An expanding entrepreneurial Wealth Management Company who have won numerous industry awards are looking to continual with the growth and development of the company through the recruitment of an experienced Paraplanner and Administration Manager to lead a small technical team.
Acting as a key support to the Advisers this role will provide an opportunity to focus on Analytical, Research and Technical Support. This position would suit someone who enjoys technical back office support and wants to enhance and develop technical knowledge.
Specifics of the role will involve –
- Conduct evidence based research for presentation to clients. Carry out Investment Analysis and cashflow forecasting.
- Discuss clients objectives with Adviser, conduct research, analysis and produce client reports which met the clients goals.
- Manage a small team, helping with the development of their technical knowledge.
- Provide one to one performance reviews.
- Hold regular team meetings, ensure team deadlines are being met and workflow is functioning well. Address any concerns and take a proactive motivating approach to management.
- Produce suitability reports using financial planning software
- Maintain and develop compliance and regulatory knowledge.
- Take an active role in the annual review process and assist advisers as required.
- Keep up to date with industry changes, trends and development. Improve knowledge of Investment, Pension and Protection Products.
For more information please contact Richard Garbett.