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Paraplanning Manager
Annual Salary: £50,000 - £60,000
Location:Â 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
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
