9 Financial Services / Investment jobs in Perth

A leading financial planning firm with regional offices are recruiting for a Paraplanner manager or team lead to work on a hybrid basis from one of their offices. This would be an excellent move for a senior or technical paraplanner to take the next step in their career and manage a successful close knit team, or an experienced manager to slot in to the role. We are looking for professionals who are ideally minimum diploma qualified, having worked supporting advisers, and ultimately clients in the advice-giving process. This is a great opportunity to develop existing and new skills, as well as expand your knowledge and experience.

Responsibilities:

• Recruit, manage, train and develop high caliber Paraplanners
• Train, mentor and monitor new and existing employees
• Supporting, developing and mentoring candidates
• First line checks on quality of reports, turnaround times and adherence to processes.
• Working alongside the management team in practice based activities.
• Carrying out work in line with internal and external FCA regulations and procedures that apply to the conduct of the business.

To be considered you must have previous experience working as a paraplanner ideally with diploma working towards chartered - but experience is key. You’ll be driven, have strong IT, good written and verbal communication skills and feel confident in guiding a team.

An excellent opportunity for the right candidate, please do not hesitate to get in touch by clicking apply to note your interest. A competitive basic salary and development pathway is available for the successful applicant, along with an autonomous and mature work place who put their client needs first.

If this role isn’t quite what you are looking for, register your CV at Eden Scott and be the first to hear about our latest opportunities by signing up for our job alerts.

Eden Scott is a specialist within Financial Services recruitment, including positions within large Wealth Management or Financial Planning organisations to small consultancies.