Paraplanning Manager

3 days ago

Leeds, United Kingdom Idex Full time

An exciting opportunity has arisen for a Regional Paraplanning Manager to join an established national advisory business. The successful candidate will be responsible for managing, motivating and developing a team of Paraplanners across Manchester, Leeds, Glasgow and Edinburgh that prepare high quality written advice, and provide technical research services to their team of IFA's.

The Role

  • 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
  • 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 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.


Your 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.
  • First class communication skills and the ability to develop effective working relationships at all levels
  • Level 4 qualified
  • To possess an in-depth awareness and technical knowledge of Financial Services products and services.


WHAT'S IN IT FOR YOU?

  • 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 companywide events in support of our company charities

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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