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Head of Paraplanning

IDEX Consulting

London

On-site

GBP 50,000 - 90,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a dynamic leader to head a growing Paraplanning team in London. This role offers the chance to oversee a talented group of professionals, with plans for expansion as the business embraces technological advancements. You will report directly to the Operations Director, contributing to exciting projects that shape the future of wealth management. With an attractive salary, generous bonuses, and a comprehensive benefits package, this position is perfect for those looking to enhance their career in a thriving environment. Join a forward-thinking firm that values leadership and innovation.

Benefits

28 days holiday increasing to 30
Company matched Pension
BUPA healthcare
Annual bonus

Qualifications

  • Erfahren in der Führung von Paraplanning-Teams und in der Bereitstellung von ganzheitlicher Beratung.
  • Fähigkeit, in einem sich schnell entwickelnden Umfeld zu arbeiten und technologische Entwicklungen zu integrieren.

Responsibilities

  • Leitung eines Paraplanning-Teams mit 25 bis 40 Mitarbeitern.
  • Zusammenarbeit mit dem Operations Director und Teilnahme an Unternehmensprojekten.

Skills

Paraplanning Management
Leadership
Wealth Management
Investment Solutions

Job description

An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions.
Ideally, you will be an experienced Paraplanning manager / lead who is seeking an opportunity to further progress your career.

The role would oversee c.25 Paraplanners currently but this number is expected to grow to 40 by the end of the year.

The role would report into the Operations Director with an opportunity to be involved in wider company projects as the business continues to evolve with technology at the forefront of this.

A fabulous opportunity to lead by example and a career opportunity with further exciting growth plans in the pipeline.

The role offers not just an exceptional salary but an excellent annual bonus and benefits including:

  • 28 days holiday increasing to 30
  • Company matched Pension
  • BUPA healthcare and so much more

For more information please apply for the role.

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