Paraplanner / Paraplanning Manager

A superb career opportunity is available with a leading Wealth Manager for a Paraplanner / Paraplanner Manager.

An exceptional role, for an experienced and qualified Senior Paraplanner to move into a managerial position or for an existing Team Leader.

Paraplanner / Manager

Are you a proactive and driven individual looking to lead a team towards excellence in the world of Financial Planning? We're seeking a passionate Paraplanning Team Leader to spearhead a regional IFA’s team, drive efficiency, and ensure accuracy in all operations. This is your opportunity to shine and make a real impact in a thriving IFA firm.

This is the ideal opportunity for a Paraplanner who is currently developing others and spotting training requirements across their current firm.

Paraplanner / Manager Duties:

• Take the reins and skilfully manage the daily workflow, ensuring tasks are completed efficiently and on time.
• Be a referral point for Technical cases and the bridge between the team and senior management.
• Utilise your leadership finesse to manage resources within the team, and fearlessly collaborate with other team leaders or managers when additional support is needed.
• Drive improvements by refining procedures, processes, systems, and controls, all while keeping a keen eye on enhancing quality and control measures.
• Foster a culture of cohesion and open communication, making sure all personnel, from team members to advisers and other staff, are on the same page and working towards the company's vision.
• Deliver regular management information to showcase the team's success and growth and be ready to provide valuable input during manager meetings.

Paraplanner / Manager Requirements:

• Level 4 Diploma Qualified as a minimum.
• Experience of working with an IFA or Wealth Management firm and experience of writing tailored suitability reports for various clients.

Paraplanner / Manager Package / Benefits:

The Salary range for a Team Leader in the Paraplanning department is up to £40,000 to £50,000. Benefits 3 x life cover, pension scheme 5% matched, days off currently being offered for birthday and Christmas Eve. They close between Christmas and New Year and have free onsite car parking.