Senior Paraplanner / Technical Manager

TN United Kingdom; Sheffield; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Senior Paraplanner / Technical Manager to join their highly professional team. This role offers a unique opportunity to provide technical support to Independent Financial Advisors, ensuring the highest quality of advice for clients. The ideal candidate will possess strong technical knowledge and excellent communication skills, making a significant impact on the firm's growth and success. With a commitment to employee welfare and career development, this position promises competitive remuneration and long-term prospects for those looking to enhance their technical expertise in financial planning.

Benefits

Competitive Salary

Career Development Opportunities

Employee Welfare Programs

Qualifications

• Strong technical knowledge in financial planning.
• Excellent research and report writing skills.

Responsibilities

• Provide technical support to IFAs and Chartered Financial Planners.
• Prepare reports and ensure quality of advice.

Skills

Technical Knowledge

Research Skills

Report Writing

Communication Skills

Client Relationship Skills

Education

Chartered Financial Planner Qualification

Job description

Job Description

Your new company
An excellent opportunity has arisen within a very well-established IFA practice for a Senior Paraplanner / Technical Manager to join a highly professional firm which treats staff very well and is committed to providing clients with true independent financial planning.

Your new role
Providing technical support to the firm's IFAs / Chartered Financial Planners, carrying out research, preparing reports, and being responsible for ensuring the quality of advice is at the highest level in clients' best interests and identifying further needs. This is a key appointment for the firm which requires someone who is technically very strong across the full range of financial planning. You will also be the firm's "go-to" for all technical matters and be instrumental in assisting with driving the business forward.

What you'll need to succeed
Essential to have very strong technical knowledge together with good research skills and report-writing skills. Excellent communication and interpersonal skills, client relationship skills, ideally Chartered.

What you'll get in return
Highly competitive basic salary plus benefits. This is an excellent career opportunity with great long-term prospects for someone who is currently in a technical support role or an adviser seeking to focus on their technical expertise.