Regional Paraplanning Manager

4 weeks ago

United Kingdom Chase de Vere Full time

Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.

You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times.

This role covers our Northern region, which includes the Manchester, Leeds, Glasgow and Edinburgh offices.

WHAT YOU WILL NEED

Qualifications

  • Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferable

Experience

  • An effective people manager with the ability to develop, motivate and empower others.
  • Ideally will have proven experience of managing a large team of highly productive paraplanners
  • Ideally will have previous experience of managing across a number of sites.
  • In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning.
  • Good IT skills and competent use of various research tools, ideally Financial Express
  • The ability to balance the commercial needs of the business alongside regulatory requirements.
  • First class communication skills and the ability to develop effective working relationships at all levels
  • Provision of technical support to Report Writers/Paraplanners
  • To possess an in-depth awareness and technical knowledge of Financial Services products and services.
  • A proven ability to work under pressure and effectively prioritise.
  • To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation

WHAT YOUR ROLE WILL INVOLVE

  • To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards.
  • To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements.
  • Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans.
  • To provide a first class paraplanner service to Private Client Advisers, when required.
  • To develop company standards and promote consistency within the paraplanner role across the regional offices.
  • To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company’s Business Quality Standards.
  • To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary.
  • To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team.
  • To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients.
  • To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.

WHAT’S IN IT FOR YOU?

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

  • A competitive salary with the opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance – 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year, to support your local community
  • Employee Assistance Programme with access to a 24/7 helpline
  • Access to our free mortgage service, through our internal mortgage team
  • Our Employee Forum and Diversity & Inclusion group
  • Local and company-wide events in support of our company charities

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