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Operations Manager / Paraplanning Manager (High Value Life Insurance)

Pure Resourcing Limited
Posted 6 days ago, valid for 17 days
Location

London, Greater London EC2V7NQ, England

Salary

£85,000 - £102,000 per annum

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Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for an Operations Manager / Paraplanning Manager specializing in high value life insurance.
  • Candidates should have in-depth knowledge of the life insurance industry and supervisory experience within an Independent Financial Adviser (IFA).
  • The role involves day-to-day management, providing planning solutions to high net worth (HNW) and ultra-high net worth (UHNW) clients, and assisting in team growth and strategy.
  • The salary range for this position is £50,000 to £70,000, plus bonus and benefits, depending on experience.
  • A degree is preferred, along with industry qualifications such as FPC or a Diploma in Financial Planning.

Operations Manager / Paraplanning Manager (High Value Life Insurance)

Are you highly experienced within high value life insurance?

Are you an experienced Operations Manager / Paraplanning Manager?

Our client is a highly successful financial services business, providing independent financial solutions in areas such as property finance (term and short-term finance), life insurance, asset finance, general insurance and wealth management.

A fantastic and newly created opening is available for an Operations Manager to join the specialist life insurance planning team. You will partner with the department director to help achieve the team’s growth plans.

This is a "hands on" role, assisting the director with day-to-day duties, providing life insurance planning solutions to HNW and UHNW clients. You will also play a key role as the team evolves, duties will include team management, training, strategic planning and project execution

Experience required:

  • In-depth knowledge of the life insurance industry.
  • Supervisory experience within an Independent Financial Adviser (IFA).
  • Knowledge of regulatory and compliance standards, including Training & Competence (T&C) schemes.
  • Proven experience in line management, encompassing recruitment, training, coaching, and team motivation.
  • Industry qualifications (FPC, Diploma in Financial Planning)
  • Degree Educated (Preferred)
  • Highly organised
  • Extreme level of attention to detail

£50 - 70k Basic + Bonus + Benefits (Dependent on experience)

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.