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Lead, Paraplanning & Advice Operations
Posted 1 day 10 hours ago by Quilter plc
£100,000 - £125,000 Annual
Permanent
Full Time
Other
London, United Kingdom
Job Description
A leading wealth management firm based in Greater London is seeking a Financial Planning manager to oversee Paraplanning and client administration processes. The ideal candidate will have a professional qualification in Financial Planning along with experience leading teams in the high-net-worth sector. This role involves managing delegation, ensuring compliance, and establishing key relationships across teams. Strong leadership skills and a deep understanding of regulatory requirements are essential. The company offers a competitive benefits package, including a pension scheme and private medical insurance.
Quilter plc
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