Lead, Paraplanning & Advice Operations
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-01-24
Listing for:
Quilter plc
Full Time
position Listed on 2026-01-24
Job specializations:
-
Management
Financial Manager, Wealth Management -
Finance & Banking
Financial Manager, Financial Compliance, Wealth Management
Job Description & How to Apply Below
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.
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