Team Leader and Paraplanner

Job details

Location Maidstone, United Kingdom
Date Posted 24th January 2020
Category Para Planners
Sector Investment
Retirement Planning
Wealth Management
Salary C £40,000 + benefits and bonus
Industry Financial Services, IFA
Education N/A
Professional Quals Diploma in Financial Planning level 4
Work Hours Full
Reference 5044
Hiring Company Recruitment Connection Ltd
Region South East
Street Address N/A


Administration Manager and Paraplanner


C£40,000 + benefits inc pension and excellent quarterly bonus. 

My client is an award winning chartered financial planners providing holistic financial planning and discretionary fund management.

They are seeking a paraplanner who is also able to act as an administration manager.  The role covers preparing and maintaining the client file as well as research and analysis, implementing recommendations and attending client meetings.   You will also manage and lead a team of administrators and a paraplanner. You will motivate team members and assesses performance, undertaking annual 1-1’s and regular updates with team. You will provide help to management, including training and communicating compliance updates and keeps management updated on team performance. You will communicate concerns and policies among management and team members and monitoring the workflow in the team

You must have a Minimum 3 years Financial Services industry experience, including previous paraplanning experience and be Level 4 - Diploma Qualified (CII) as well as excellent knowledge of retail investment, savings, pension and protection products.

You should also have strong people management and  organisational skills As well as proficiency with using various software packages, such as Microsoft Excel and Word.

The company offers a superb centralised investment proposition with award winning platform, secure client web portal, cutting edge technology and numerous industry awards.

Ref:  5044

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Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).