- Supporting the Paraplanners in research and analysis to meet client needs and objectives.
- Have a full understanding of Holistic Financial planning and be comfortable querying Financial Planners and Paraplanners.
- Have experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds and higher risk investment such as EIS/VCT/BPR.
- To provide support, where needed, to the Operations and Compliance committees.
- Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
- Continuous professional development to meet regulatory requirements and personal development needs.
- Managing team workflow and delivery against set standards.
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
- To provide technical guidance to the Client Relationship Team (CRT), assisting with product specific, technical and compliance-based queries. Working with CRT and manager to ensure advice is implemented accurately and compliantly.
- Improving research and suitability report processes and templates.
- Continually update the Director of operations and the board on the team workload position, resource needs and improvements in design.
Back to searchParaplanning Manager
Medlock Partners Limited
Posted 11 hours ago, valid for 8 days
Stockport, Cheshire SK4 3GN, England
£60,000 - £26 per day
Full Time
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
- The Paraplanning Manager position in Stockport offers a salary of up to £60,000, depending on experience.
- The role requires an experienced Paraplanner who can lead a team and has a strong understanding of holistic financial planning.
- Key responsibilities include supporting Paraplanners, managing team workflow, and ensuring compliance with legislative requirements.
- Additional benefits include 26 days of holiday, hybrid working options, and a group life scheme.
- Candidates are encouraged to apply regardless of background, as the firm values diversity and equal opportunity.
