Paraplanner Supervisor – Canterbury

11828 – Paraplanner Supervisor – Canterbury – Negotiable DOE

 

I’m seeking a particularly technical paraplanner with approximately 5 years pure paraplanning experience with a sound understanding of complex advice, compliance requirements and an ambition to become chartered if not already achieved.

 

My client is a chartered financial planning practice with a firm presence in Canterbury and around the East coast.  They currently employ 27 professionals to provide financial advice around Retirement planning, Savings and Investments, Pensions and Employee Benefits and Tax and Wealth planning.

 

Their paraplanning team has a lot of experience and expertise, but they do require a supervisor to ensure that their reports are compliant and of a high quality.  Their existing Paraplanners work one on one with an advisor and they produce all of their own client reports and suitability reports.  Ideally, they require someone who is more technical and more experienced to oversee their workflow and output, assist with the more technical cases and assist with their personal development.

 

The paraplanner supervisor will work very closely with the Compliance Director to roll out new legislation and policies, to oversee the changes and ensure that changes are adopted.

 

The ideal candidate will be chartered, as a minimum diploma qualified working towards chartered.

 

The role will be challenging within a friendly and proactive environment whereby quality and standards are of high importance.  They value honesty, integrity and trust and it’s these core principles that have created the foundations for which they work on and the successful business that they have built.

 

Should you wish to apply to become a part of their successful team, please forward your CV or contact Louise Sheppard at Recruit UK on 0117-9450-450

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