Head of Paraplanning/Senior Paraplanner

Job Location	Escrick
Education	Not Mentioned
Salary	£40,000 - £50,000 per annum, negotiable
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Jones Cooper Wealth Management is currently looking for an experienced paraplanner who is also able to take on extra duties, managing both our internal and external resources, managing workflows and heading up and leading the paraplanning function. There will be a requirement to work in the office for part of the week, but also flexibility to work from home.You will ensure that all the preparation of advice to clients is of the highest quality and delivered in a timely and effective way. Your attention to detail and technical ability (at least Level 4 diploma qualified) is paramount in managing this service to its clients and owners of the Business.Bringing your experience and expertise from ideally an IFA environment would be advantageous as are your organisation and planning skills which truly supports this niche business. A can-do attitude, excellent interpersonal skills, and the ability to coach and develop others will enable you to be successful in this role. Providing fresh ideas and building relationships is key to ensuring this function is managed well and delivers first class results to its clients.Please visit our website for more information or speak to our HR Consultant Susan Jones. If you feel you have the necessary skills to become a member of the team, please send a current cv and salary expectations.This is a new role within the organisation and provides excellent opportunities for the right candidate to develop and grow with us at Jones Cooper Wealth Management. Required skills

Financial Planning

Interpersonal Skills

Client Liaison

Manage Client Relationships

Manage client expectations

Keyskills :
Financial Planning Interpersonal Skills Client Liaison Manage Client Relationships Manage client expectations

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