Paraplanning Manager

Reference: AL1155

Paraplanning Manager
Leicestershire (our Ref AL1155)
Salary to c£55,000 depending on experience + excellent benefits

Hybrid working available around 50/50 office/home

About the role…
My client is recruiting for a Paraplanning Manager to join their award-winning team. This is an ideal opportunity for an experienced Paraplanner who can think strategically to lead a large team. You’ll work closely with their Client Delivery Manager and Chief Operating Officer to drive the continued success of the business.
As Paraplanning Manager you’ll manage an award-winning team and a portfolio of High-Net-Worth clients.

Paraplanning Manager- What you’ll be doing…
• Overseeing a team of 12 paraplanners, with 4 direct reports
• Being accountable for the quality of client facing reports produced by the team
• The key point of contact for all queries into the Paraplanning team
• Assessing and allocating resource and controlling workflow
• Managing projects and initiatives to improve processes
• Setting and managing team KPIs

Paraplanning Manager- What you’ll need…
• Experience working as a Paraplanning Manager or an experienced Paraplanner with the potential to manage a paraplanning team with varying levels of knowledge and skills
• Experience of writing full financial plans for high-net-worth clients
• A true understanding of holistic financial planning
• Strong technical knowledge and the ability to simplify the complex
• Top-notch organisation skills and able to actively prioritise and manage workflow
• Excellent communication skills
• Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales
• Ideally hold a Chartered or Certified Financial Planner qualification but as a minimum hold the CII Diploma in Regulated Financial Planning or Level 4 equivalent and be working towards a Level 6/7 qualification

If this Paraplanning Manager role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

 

 

 

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