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WEALTH PLANNING is looking for employees for positions:
office manager
office manager
paraplanner
Working hours
full-time
Benefits
mobile phone
Responsibility
managing our administrative and paraplanning support team of 9, including regular recruitment, onboarding, appraisals and identifying training needs
HR support. Dealing with the holiday, payroll, and employee requests
organising team events and wellbeing perks for the team
managing the office facilities and liaising with third-party suppliers
ensuring advised transactions are processed accurately and according to service expectations
minimising risk of advice or transaction execution errors through monitoring and continued process improvement
supporting the Operations Director and other senior managers with improving practices, and implementing new procedures, and ensuring they are adhered to
what we offer
Requirements
comprehensive understanding of all aspects of the financial planning process, from initial engagement to advice execution and continued review
practical experience within the industry
experience in managing small teams
strong capability with technology and systems
great attention to detail, positive approach, and a problem-solving mindset
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