Senior Paraplanner/Paraplanning Team Leader
Radcliffe & Co, Southampton, England, United Kingdom
There is an opportunity for an experienced Paraplanning Manager to join us at Radcliffe & Co, a leading provider of independent financial advice. With over 60 years of history, we provide informed, impartial and independent advice to both individual and corporate clients focusing on providing a personal service.
We are looking for an experienced Paraplanner to support our advisers, lead, manage and motivate the Paraplanning department as well as integrate with Adviser Support teams. You will be expected to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be involved in fund and market research to assist with our report writing and be able to analyse historic performance, charges and suitability to collaborate with our advisers and find appropriate solutions for our clients. It is important to ensure all regulatory and compliance standards are met and include any legislation updates within our reports. You will be working in a strong team and client-focused environment where you can develop your career within our established firm.
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have:
- A minimum of Level 4 Diploma in Financial Planning or equivalent
- Previous experience within a fast-paced IFA firm
- High level of analytical capability and good communication skills
What’s desired but not a requirement?
- Chartered Financial Planner (Level 6 or above)
To apply, please email Julie Mumford <JulieM@radcliffe-ifa.co.uk>, our Office Manager with a covering message and CV to be considered for this opportunity.
Thank you and look forward to hearing from you,
Radcliffe & Co