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Paraplanning Manager
Annual Salary: £40,000 - £45,000
Job Type: Full-time
We are seeking a highly motivated and experienced Paraplanning Team Leader to join a dynamic financial planning team at their Head office.
The successful candidate will lead and manage a team of paraplanners, ensuring the delivery of high-quality support to financial advisors and clients.
This role requires strong leadership skills, excellent technical knowledge, and a commitment to maintaining the highest standards of compliance and client service.
Day-to-day of the role:
- Lead, mentor, and develop a team of paraplanners, providing guidance and support to ensure their professional growth and performance.
- Oversee the preparation of comprehensive financial plans, reports, and recommendations for clients, ensuring accuracy and compliance with regulatory requirements.
- Collaborate with financial advisors to understand client needs and objectives and ensure that paraplanning support aligns with these goals.
- Review and approve financial plans and reports prepared by the team, ensuring they meet company standards and regulatory guidelines
Required Skills & Qualifications:
- Proven experience as a Paraplanner.
- Strong leadership skills and the ability to manage team morale and performance.
- Excellent communication and collaboration skills.
- Proficiency in using financial planning tools and preparing detailed financial reports.
- Ability to research and analyse financial data effectively.
- Detail-oriented with a professional approach to client communications.
Apply today and a member of the team will be in touch to discuss in more detail.
