Head of Paraplanning - Private Banking Leader

Blakemore Recruitment; Mid Sussex; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Financial Services company in Mid Sussex is looking for a Head of Paraplanning to manage a Sales Support team. This position entails collaboration with senior management, providing high-quality service, and maintaining project timelines. The ideal candidate will possess considerable experience in paraplanning and be Diploma qualified with plans for Chartered status. The role has excellent career progression opportunities, competitive salary up to £70,000, plus bonuses and benefits.

Benefits

Bonus and benefits

Excellent career prospects

Qualifications

• Experience managing a Sales Support or Paraplanning team.
• Experience in the Financial Services industry.
• High level paraplanning background from an IFA or Wealth Manager.
• Operational Manager experience is acceptable.

Responsibilities

• Work closely with the owner while attending meetings.
• Manage the Paraplanning team and ensure timely project delivery.
• Provide high level service in all interactions.

Skills

Attention to detail

Excellent communication skills

Project management

Prioritizing workload

Education

Diploma with intention to achieve Chartered status

Job description

A leading Financial Services company in Mid Sussex is looking for a Head of Paraplanning to manage a Sales Support team. This position entails collaboration with senior management, providing high-quality service, and maintaining project timelines. The ideal candidate will possess considerable experience in paraplanning and be Diploma qualified with plans for Chartered status. The role has excellent career progression opportunities, competitive salary up to £70,000, plus bonuses and benefits.