Paraplanning Manager

Are you an experienced paraplanner looking to take the next step in your career? My client is seeking a Head of Paraplanning to join their dynamic team in Milton Keynes. As the Head of Paraplanning, you will play a pivotal role in providing technical support toFinancial Planners and ensuring the delivery of exceptional client service.

Responsibilities:

• Write Financial Planning Reports to be presented to clients by our Advisers.
• Conduct research on products and assist in finding suitable solutions for our clients.
• Support client reviews and handle day-to-day queries as a point of contact.
• Arrange submission of plans to provider companies.
• Prepare client review packs and handle illustration requests.
• Train and develop new Paraplanners.
• Streamline Paraplanning processes to increase productivity.
• Support colleagues in achieving required qualifications.
• Enroll and support the team in achieiving their RO exams.
• Assist in developing Paraplanner hubs in other offices.
• Deliver training remotely.
• Stay updated with financial products and legislation.

Requirements:

• Experience in a Financial Planning firm with essential Paraplanner/report writing skills.
• Expert at Managing, Training, supporting and motivating a team.
• Motivated, friendly, and professional demeanor.
• Ability to communicate effectively with third parties.
• Diploma qualification is desirable, but relevant skills and experience will be considered.
• Strong organisational and multitasking abilities.
• Ability to work both independently and as part of a team.
• Flexibility and adaptability to cope with change.

• Salary: Competitive, dependent on experience and qualifications (available upon request)
• Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, and Corporate Eyecare.

Be part of a company that values professionalism, growth, and excellence in client service. Apply now to become our Head of Paraplanning and take your career to new heights.

Apply today