Paraplanning Team Manager
2 weeks ago
Paraplanning Team Manager
Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning.
The Opportunity
We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team.
You will be responsible for managing a team of c4 paraplanners to deliver an exceptional level of service to both financial planners and clients.
The Remit Includes
- People Management – manage a team of 4 (growing to 6), act as an inspirational manager, motivating and inspiring teams as well as managing performance when necessary, so it meets the expectations of the business.
- Recruitment – recruitment of paraplanning team when required.
- Management of Workflow – manage the day-to-day work of the team.
- Learning & Development – Monitoring of the team’s T&C plans, using the appropriate tools to identify training needs and delivering training as required.
- Process Improvement – work with the Client Servicing Director to improve efficiencies within the team.
- Responsible for directly managing the Paraplanning Team Manage the day-to-day workload of the team.
The Candidate
The successful candidate may already be a successful Paraplanning Manager or an experienced Paraplanner who is looking for their next move into management, with a well-established Financial Service firm. This candidate should be able to demonstrate their experience in training and coaching other team members. This candidate will aspire to use their knowledge and experience to help deliver the highest level of service to our clients.
Skills required:
To be considered for this unique opportunity, candidates need to have:
Diploma Level 4 qualifications.
Proven experience within an independent Financial Advice environment.
Ability to motivate and coach teams to perform at a high level.
The desire to continue to Chartered or equivalent qualifications are highly desirable.
Familiarity with all the major providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential – to name a few.
Experience with increasing business production efficiency and managing a team to increase output.
In return, there is a highly competitive remuneration and excellent employee benefits package on offer. £45 - £65K
The role is 100% Office based (Wokingham Berkshire) but with flexible hours etc.
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