Senior Paraplanner / Technical Manager
JOB_53052454671443Job type
PermanentLocation
SheffieldWorking Pattern
Flexible Working,Full-timeSpecialism
Financial Services OperationsIndustry
Banking & Financial ServicesPay
To £55,000 + benefits
Senior Paraplanner / Technical Manager: To c£55k + benefits: Sheffield
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.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Senior Paraplanner / Technical ManagerJOB_530524546714432025-03-212025-06-20
Talk to Linda Leon, the specialist consultant managing this position
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JOB_53052454671443