Our client is seeking an experienced Paraplanning Manager whose values align with a holistic, lifestyle-focused approach to financial planning. This position will play a key role in supporting the continued development of the planning function and leading a high-performing paraplanning team.
Key Responsibilities:
– Support the creation and ongoing management of a paraplanning team working closely with Financial Planners
– Deliver on objectives set by the Head of Financial Planning, with a particular focus on team performance and outcomes
– Develop and implement effective processes to improve productivity and maintain compliance standards across the Planning team
– Act as a key point of communication between the paraplanning and planning teams to ensure consistency across the business
– Contribute to the ongoing development of the planning function through training and mentoring initiatives
– Attend client meetings for both prospective and existing clients, providing ongoing relationship management support
– Help maintain quality and consistency across the planning team while contributing towards a centre of excellence environment
– Prepare financial plans using cashflow modelling software and issue client reports following meetings
Skills & Experience:
– Previous experience managing and leading a team in order to achieve business objectives
– Experience using Voyant and Wealthtrack would be highly advantageous
– Strong problem-solving ability with the capacity to adapt quickly in a fast-paced environment
– Ability to build strong working relationships with Financial Planners and Paraplanners while providing ongoing support
– High attention to detail with a strong analytical mindset
– Excellent written and verbal communication skills with the ability to present information clearly and professionally
What’s on Offer:
– Excellent salary package with a competitive bonus structure
– Hybrid and flexible working model (4 days remote / 1 day office-based)
– 25 days annual leave
– Employer pension contributions up to 10%
– Income Protection and Death in Service benefits
