Paraplanning Manager

3 days ago


Leeds, United Kingdom Recruit UK Full time

Job Title: Paraplanning Manager

Industry: Financial Advice

Location: Leeds

Salary: £65,000

Job Ref: 9135

Job Description: Paraplanning ManagerRecruit UK are working on an excellent opportunity for a Paraplanning Manager in Leeds to join a well established UK Independent Financial Advice firm. The successful candidate will be managing a large paraplanning team. You will be responsible for managing, motivating and developing Paraplanners to prepare high quality written advice, and technical research services to their 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.

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

Key Responsibilities: Paraplanning Manager

  • Train, manage, develop and motivate
  • Manage workflows & production
  • Improve quality
  • Compliance, regulatory, TCF and Financial Crime Procedures

What’s in it for you: Paraplanning Manager

  • Starting salary up to £65,000 plus bonuses
  • 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
  • Employee Forum and Diversity & Inclusion group
  • Local and companywide events in support of our company charities

Skills and experience required: Paraplanning Manager

  • Paraplanning Experience
  • Diploma in Regulated Financial Planning or Level 4 equivalent.
  • An effective people manager with the ability to develop, motivate and empower others.
  • Ideally, have proven experience of managing paraplanners


  • Leeds, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Paraplanning ManagerIndustry: Financial AdviceLocation: LeedsSalary: £65,000Job Ref: 9135Job Description: Paraplanning ManagerRecruit UK are working on an excellent opportunity for a Paraplanning Manager in Leeds to join a well established UK Independent Financial Advice firm. The successful candidate will be managing a large paraplanning team....


  • Leeds, UK, West Yorkshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Paraplanning ManagerIndustry: Financial AdviceLocation: LeedsSalary: £65,000Job Ref: 9135Job Description: Paraplanning ManagerRecruit UK are working on an excellent opportunity for a Paraplanning Manager in Leeds to join a well established UK Independent Financial Advice firm. The successful candidate will be managing a large paraplanning team....


  • Leeds, United Kingdom IDEX Consulting Ltd 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...


  • Leeds, United Kingdom Progeny Full time

    **Description**: As a Paraplanning Team Leader you will be responsible for the day to day running and development of the paraplanning team, ensuring that work is produced efficiently and to the highest standard. You will work collaboratively with your team members to ensure a consistent and exceptional level of service is maintained for both Financial...


  • Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000

    A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team. Yes - 3-days office, 2 days WFH 34-37k base DOE + bonus and full company benefits 24 days holiday plus stats, pension, 4xDIS on top of a...


  • Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000

    A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team. Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full company benefits ~24 days holiday plus stats,...


  • Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000

    A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team. Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full company benefits ~24 days holiday plus stats,...


  • Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000

    A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team. Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full company benefits ~24 days holiday plus stats,...


  • Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000

    A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team. Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full company benefits ~24 days holiday plus stats,...

  • Developing Paraplanner

    2 months ago


    Leeds, United Kingdom CB3 Associates Ltd Full time

    **The Company**:Regional IFA business based in West Leeds looking to add a Financial Planning Assistant/Developing Paraplanner who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role initially, withthe view to developing down a pure paraplanning career path short to medium term. - **Office Location**:Wortley, West...

  • Senior Paraplanner

    1 week ago


    Leeds, Leeds, United Kingdom CB3 Associates Ltd Full time

    The Company:National IFA firm based in Central Leeds who are looking to add a QCF level 4 Diploma qualified Paraplanner to their technical support team in a majority remote/home-based capacity. An expanding business providing whole of marketfinancial advice to HNW private clientele.- Office Location:Central Leeds- Hybrid Working:Yes - 1 day office | 4 days...

  • Trainee Paraplanner

    4 weeks ago


    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

  • Trainee Paraplanner

    3 weeks ago


    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

  • Trainee Paraplanner

    2 months ago


    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

  • Trainee Paraplanner

    2 months ago


    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

  • Trainee Paraplanner

    1 month ago


    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

  • Trainee Paraplanner

    4 weeks ago


    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

  • Trainee Paraplanner

    4 weeks ago


    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

  • Trainee Paraplanner

    1 month ago


    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

  • Trainee Paraplanner

    4 weeks ago


    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...