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Regional Paraplanning Manager

Posted 16 hours 23 minutes ago by Lumin Wealth Limited

Permanent
Not Specified
Sales & Marketing Jobs
Hertfordshire, St. Albans, United Kingdom, AL1 1
Job Description
Qualifications
  • Level 4 Diploma in Regulated Financial Planning
  • Demonstrable paraplanning experience within a financial planning environment
  • Strong technical knowledge of financial planning products, investments, pensions, and protection
  • Excellent written and verbal communication skills
  • Strong organisational skills with the ability to manage multiple cases and deadlines
  • High level of accuracy and attention to detail
Personal Attributes
  • Professional, trustworthy, and able to handle confidential information with discretion
  • Reliable and accountable with a proactive approach to work
  • Collaborative team player who supports colleagues and contributes to team success
  • Committed to delivering high standards of client service
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