Paraplanning Manager
4 weeks ago
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
QualificationsnDiploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferable
ExperiencenAn effective people manager with the ability to develop, motivate and empower others.nIdeally will have proven experience of managing a large team of highly productive paraplannersnIdeally will have previous experience of managing across a number of sites.nIn depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning.nGood IT skills and competent use of various research tools, ideally Financial ExpressnThe ability to balance the commercial needs of the business alongside regulatory requirements.nFirst class communication skills and the ability to develop effective working relationships at all levelsnProvision of technical support to Report Writers/ParaplannersnTo possess an in-depth awareness and technical knowledge of Financial Services products and services.nA proven ability to work under pressure and effectively prioritise.nTo 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.nTo 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.nConduct 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.nTo provide a first class paraplanner service to Private Client Advisers, when required.nTo develop company standards and promote consistency within the paraplanner role across the regional offices.nTo 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.nTo 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.nTo drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team.nTo 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.nTo 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 bonusn25 days holiday, plus bank holidaysnA day off for your birthdaynLife assurance – 4 x salarynComprehensive induction and training programmenFunded exams and paid study leavenA wide range of voluntary flexible benefits to suit your individual needsnThe option to buy additional holiday daysnCycle to work SchemenTwo paid volunteering days each year, to support your local communitynEmployee Assistance Programme with access to a 24/7 helplinenAccess to our free mortgage service, through our internal mortgage teamnOur Employee Forum and Diversity & Inclusion groupnLocal and company-wide events in support of our company charities
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