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Paraplanning Manager

ID: #16311     Date: 05/12/17

Location Northern Ireland, Belfast
Company Access Recruitment Consultants
Salary by agreement
Job type Permanent
Sector(s): Financial Services jobs
Access Recruitment Consultants
Requirements

  • Will have over 5 years’ experience operating in a pensions and investments environment dealing with a HNW client base.
  • Will be at least Diploma qualified, however will ideally have already attained beyond Diploma qualifications in financial planning.
  • Will have an expert knowledge and understanding of HNW client expectations and the strategies involved.
  • Will be keen to further enhance their career by working for this market leading firm.

Job responsibilities

  • Taking responsibility for the most complex and technically challenging Paraplanning requirements for the firm.
  • Supervising a team of 5 Paraplanners to include:
  • Allocation of work.
  • Quality, technical and suitability assurance.
  • Mentoring.
  • Technical support.


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Contact

Name    Access Recruitment Consultants

Phone  028 9590 0905

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