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Paraplanning Manager
Annual Salary: £50,000 - £60,000
Location: Heaton Mersey (Hybrid)
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We are seeking a Paraplanning Manager to support our Paraplanning team in delivering high-quality financial planning and advice to both private and corporate clients. This role involves enhancing team performance, refining paraplanning processes, and maintaining effective communication across various departments.
-Day-to-day of the role:- Support Paraplanners in preparing accurate financial plans and suitability reports
- Assist in research and analysis to meet client needs and objectives
- Provide technical guidance and support to the Client Relationship Team, ensuring advice is implemented accurately and compliantly
- Manage team workflow and ensure delivery against set standards
- Develop and maintain internal relationships to meet agreed targets
- Continuously update the Director of Operations and the board on team workload, resource needs, and process improvements
- Ensure all business activities comply with relevant acts, legal demands, and ethical standards
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Required Skills & Qualifications:- Excellent understanding of the financial planning process, including areas like Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments such as EIS/VCT/BPR
- Proficient in IT with strong skills in Microsoft Word and Excel, and ideally experience with Intelligent Office, FE Analytics, Dynamic Planner, and The Exchange
- Experience in a Paraplanning role, with management or supervisory experience preferred
- Professional qualifications at least to Level 4 (CII Diploma in Financial Planning), ideally Chartered with the CII or progressing towards it
- Excellent communication skills, attention to detail, and the ability to work within tight deadlines
- Ability to manage multiple tasks and prioritize effectively
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Benefits:- Competitive salary and benefits package
- Hybrid working arrangement
- Opportunities for professional development and continuous learning
- Supportive team environment focused on personal and professional growth
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To apply for the Paraplanning Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role
