Paraplanner Manager

2 weeks ago

Berkhamsted, United Kingdom Eden Rose Full time

Paraplanner ManagerLocation: Berkhamsted, Hertfordshire (Hybrid - 2 or 3 days working from home) Salary: Up to £60,000Hours: Mon–Thu 9:00–17:30, Fri 8:30–17:00About the RoleWe are seeking an experienced Paraplanner Manager/ Head of Paraplanning to join our team in Berkhamsted, Hertfordshire. This is a key role supporting our advisers and ensuring the highest standards of compliance and client service. You will be responsible for producing detailed financial plans, reports, and research, as well as maintaining client files and handling some administrative tasks.This position has arisen due to the previous long-term job holder moving on to establish their own paraplanning business, so we are looking for someone who can hit the ground running and work independently.Key ResponsibilitiesWork closely with advisers to create financial plans and detailed reports.Conduct in-depth research and analysis to support recommendations.Ensure compliance with regulatory requirements and internal standards.Maintain accurate client files and assist with administrative tasks.Provide client-facing support when required.RequirementsLevel 4 Diploma qualified (minimum).

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