Due to a reorganisation we are actively seeking a Senior Para Planner/Office manager to join a prestigious Wealth Management Company.
Having a variety of duties you will be responsible for attending client meetings, taking minutes of meetings, overseeing and under taking follow - up work including fund and product research, preparing recommendation reports and checking documentation from providers.
You may be also responsible for over seeing other members of the team, supervising and training where necessary.
The ideal candidate needs to have excellent IT skills, along with the full FPC, or preferably AFPC be well organised and have the confidence to lead a small team.
Salary will depend on previous relevant experience and qualifications.