Paraplanning Manager

Do you have experience managing a team of Paraplanners and
seeking your next role as Paraplanning Manager?

Our client, is a national IFA firm who are looking for an
experienced individual to manage a team of Paraplanners, acting as their line
manager and ensuring the team produce efficient and accurate research and reports
for their IFAs. This is a new role being created to help facilitate their growth as a business.

As Paraplanning Manager, your responsibilities will include:

• Managing, training and developing your team of
  Paraplanners
• Recruiting new team members as and when required
• Operational management through managing staffing
  / workflow issues and resolving them quickly
• Provide feedback and coaching to develop and
  enhance your team
• Undertake periodic checks to ensure cases meet
  and exceed agreed standards
• Identify areas and processes which can be
  improved
• Act as a go-to person for complex queries where
  appropriate
• Ensure your team and business are always ahead
  of regulatory changes

This is an excellent position for an individual looking to
be within a management role within paraplanning.

Paraplanning Manager Requirements

• You must hold your full Level 4 Diploma in
  Financial Planning
• You must have excellent knowledge and experience
  of paraplanning duties including thorough research and report writing
• You should have experience within an IFA business
• You should have high accuracy and attention to
  detail
• You should have experience of leading / managing
  6+ Paraplanners

Paraplanning Manager Benefits

• Salary
  of £49,000 – £67,000 depending on experience
• 3
  days office based in Bromsgrove and 2 days from home
• Varied
  working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your
  schedule
• Plus
  comprehensive benefits including, contributory pension scheme, DIS,
  discretionary bonus after full year’s service, option to buy and sell
  holiday, plus birthday off and additional holiday days for long service,
  Christmas and summer parties, health and wellbeing resources, shopping
  discounts
• The
  business is committed to professional development for their team and will
  be open to facilitating your career plans

Locations

Bromsgrove

Call us
now on 0208 0044 154 or click Apply

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