Paraplanning Manager

How would you like to join a leading Financial Planning company, as the Paraplanning Manager managing a team of Paraplanners, supporting the team of Wealth Planners with high net worth (HNW) clients?

Are you someone who?

• Enjoys creating a culture of positivity, with a can-do attitude, encouraging people to learn from each other
• Believes that by consistently performing at the top of their game, great outcomes can be achieved
• Has an abundance of drive and energy
• Is currently managing a team of Paraplanners
• Loves AI, ideally using this in the day-to-day jobs in the company and trialing in Paraplanning, by improving efficiencies in suitability reports
• Has excellent technical skills with a Diploma

In your role you will be:

• Recruiting, managing, training and developing high calibre Paraplanners within budget and headcount levels, to support a number of Advice practices
• Training and monitoring new employees and ensuring their sign off as competent, within agreed timescales
• Supporting, developing and mentoring candidates from the Paraplanning Subs Bench and trainee Paraplanners
• Working with the other Paraplanning Managers, ensuring sufficient resource and technical coverage is available for all types of report writing
• Carrying out first line checks on the quality of reports, turnaround times and adherence to processes
• Supporting the Managing Director in any Regional / Practice based activities
• Supporting the Technical Manager, Advice Services in centralised technical and Paraplanning activities such as maintaining the Paraplanning Procedures and Intranet
• Become a Paraplanning risk champion and responsible for the Paraplanning RCSA
• Delivering all requirements under SMC
• Working with the Assistant Paraplanner team to ensure clear communication between Paraplanners and Assistant Paraplanners

Do you want to be the Paraplanning Manager for a major Financial Services Wealth Management company?

This is an amazing opportunity to work for a compassionate, flexible company that wants to invest in your future, providing training if you want to progress and realise your full potential.  Every member of the business is highly valued, treated with the utmost respect and encouraged to grow within the company. You will meet people who share a common aspiration for excellence, and people tend to remain here for the long term.

What are you waiting for?  Apply now…