Paraplanner Manager

This is a fantastic opportunity for an experienced Paraplanner Manager to remotely manage, develop and nurture a team of around 7 Paraplanners at one of the UKs leading independent Financial Advisory firms.

With over 30 years of experience in providing the very best possible service to their clients, this forward-thinking company truly believe that their client’s success begins with their people, so they are fully committed to your professional development and want you to reach your career goals.

This could be the perfect opportunity for you!

Does this describe you?

• Passionate, knowledgeable and enthusiastic about all things financial, with experience in financial planning research and reporting
• Enjoying managing and supporting a team of Paraplanners, with excellent communication skills and the ability to deliver constructive feedback with sensitivity, and build supportive relationships across all levels
• Level 4 Diploma qualified with previous experience managing a team of 7 paraplanners, with an excellent knowledge of the FCA regulations
• An individual able to determine when to structure, nurture and develop, and when to stand back and trust the team
• Strong technical financial services industry skills and knowledge
• Ability to work under pressure, striving for continuous improvement, with an excellent attention to detail, and an innovative outlook
• Open and transparent in your communication and working relationships

In this role, you will be:

• Working full time remotely
• Managing Paraplanning support, ensuring continued delivery of high quality technical and report writing services to Advisers, keeping on top of operational issues, such as staffing or workflow issues
• Recruiting, managing, training, monitoring and developing high quality Paraplanners, whilst remaining within timescales, budget and headcount levels
• Nurturing and developing trainee Paraplanners, and ensuring the training and developmental needs of the rest of your team are also being met
• Liaising with other Paraplanning Managers to guarantee there is the necessary resource and technical coverage available for report writing, and that quality and turnaround times are as required
• Continually and proactively assessing workflow, adherence to compliance regulations and any team concerns, whilst noting and acting on any areas you think require improvement

Reasons to apply:

• A Supportive Team Culture: Many of their Paraplanners have been with the company for 10+ years! They work in pods, ensuring close collaboration with IFAs and strong internal support
• Career Development: Wherever you see your career heading, they offer clear pathways and training support
• Exciting Innovation: The CEO is committed to integrating AI into the advice process
• Remote Working & Flexibility: Work from home
• Varied & Engaging Work: The company handles everything from complex pension switches and IHT planning to high-net-worth (HNW) client cases

If you’re ready to join a growing, dynamic team where people stay and thrive, apply today!