- 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 ManagerStockport Salary up to £60,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an experienced Paraplanner to join their thriving business and fully lead a Team of Responsibilities:
Paraplanning Manager
Medlock Partners Limited
Posted 11 hours ago, valid for 8 days
Stockport, Cheshire SK4 3GN, England
£60,000 - £26 per day
Full Time
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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.