Paraplanning Team Manager
2 weeks ago
Paraplanning Team Manager
Ensure all your application information is up to date and in order before applying for this opportunity.
Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning.
The Opportunity
We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team.
You will be responsible for managing a team of c4 paraplanners to deliver an exceptional level of service to both financial planners and clients.
The Remit Includes
- People Management – manage a team of 4 (growing to 6), act as an inspirational manager, motivating and inspiring teams as well as managing performance when necessary, so it meets the expectations of the business.
- Recruitment – recruitment of paraplanning team when required.
- Management of Workflow – manage the day-to-day work of the team.
- Learning & Development – Monitoring of the team’s T&C plans, using the appropriate tools to identify training needs and delivering training as required.
- Process Improvement – work with the Client Servicing Director to improve efficiencies within the team.
- Responsible for directly managing the Paraplanning Team Manage the day-to-day workload of the team.
The Candidate
The successful candidate may already be a successful Paraplanning Manager or an experienced Paraplanner who is looking for their next move into management, with a well-established Financial Service firm. This candidate should be able to demonstrate their experience in training and coaching other team members. This candidate will aspire to use their knowledge and experience to help deliver the highest level of service to our clients.
Skills required:
To be considered for this unique opportunity, candidates need to have:
Diploma Level 4 qualifications.
Proven experience within an independent Financial Advice environment.
Ability to motivate and coach teams to perform at a high level.
The desire to continue to Chartered or equivalent qualifications are highly desirable.
Familiarity with all the major providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential – to name a few.
Experience with increasing business production efficiency and managing a team to increase output.
In return, there is a highly competitive remuneration and excellent employee benefits package on offer. £45 - £65K
The role is 100% Office based (Wokingham Berkshire) but with flexible hours etc.
-
Paraplanning Team Manager
1 week ago
Wokingham, Wokingham, United Kingdom Financial Careers Ltd Full timeParaplanning Team ManagerTo be considered for an interview, please make sure your application is full in line with the job specs as found below.Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning.The OpportunityWe are looking for a Paraplanning Team Manager who has gained...
-
Paraplanning Team Manager
1 week ago
Wokingham, Wokingham, United Kingdom Financial Careers Ltd Full timeParaplanning Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management,...
-
Paraplanning Team Manager
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeParaplanning Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management,...
-
Paraplanning Team Manager
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeParaplanning Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management,...
-
Paraplanning Team Manager
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeParaplanning Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management,...
-
Paraplanning Team Manager
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeParaplanning Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management,...
-
Paraplanning Team Manager
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeParaplanning Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people...
-
Paraplanning Team Manager
2 weeks ago
Wokingham, Berkshire, United Kingdom Financial Careers Ltd Full time €45,000 - €65,000Paraplanning Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people...
-
Paraplanning Team Manager
2 weeks ago
Wokingham, Berkshire, United Kingdom Financial Careers Ltd Full time €45,000 - €65,000Paraplanning Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people...
-
Paraplanning Team Manager
2 weeks ago
Wokingham, UK, Berkshire, United Kingdom Financial Careers Ltd Full timeParaplanning Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity We are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management,...
-
Paraplanner Manager
2 hours ago
Wokingham, United Kingdom Ortus PSR Full timeExciting Opportunity: Paraplanning Team Manager at growing IFA firm Are you ready to lead and inspire a dedicated team in the heart of the financial planning industry? A directly authorised IFA firm that prides itself on providing personalised financial security to its clients, is seeking an experienced Paraplanning Team Manager to work with the Head of...
-
Paraplanner Manager
6 days ago
Wokingham, United Kingdom Ortus PSR Full timeExciting Opportunity: Paraplanning Team Manager at growing IFA firm Are you ready to lead and inspire a dedicated team in the heart of the financial planning industry? A directly authorised IFA firm that prides itself on providing personalised financial security to its clients, is seeking an experienced Paraplanning Team Manager to work with the Head of...
-
Team Manager
2 weeks ago
Wokingham, Berkshire, United Kingdom Financial Careers Ltd Full time €45,000 - €65,000Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team. You will be responsible for managing a team of c4 paraplanners to deliver...
-
Team Manager
2 weeks ago
Wokingham, Berkshire, United Kingdom Financial Careers Ltd Full time €45,000 - €65,000Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team. You will be responsible for managing a team of c4 paraplanners to deliver...
-
Paraplanner - Wokingham, £45k - £55k + Bonus
3 weeks ago
Wokingham, United Kingdom Financial Divisions Full timeAre you a Paraplanner with your level 4 diploma or close to completion? My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 3 members of staff with. They offer whole of market adviceon Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They prefer to do...
-
Paraplanner - Wokingham, - +
1 week ago
Wokingham, Wokingham, United Kingdom Financial Divisions Full timeAre you a Paraplanner with your level 4 diploma or close to completion? My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 3 members of staff with. They offer whole of market adviceon Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They prefer to do...
-
Team Manager
1 week ago
Wokingham, Wokingham, United Kingdom Instagroup Ltd Full timeInsta Group is a successful environmentally focused company, developing and delivering energy efficient solutions and acoustic systems across the UK. We are dedicated to making homes and buildings warmer and more welcoming, while reducing energy use. Our team are our biggest asset, and we are a company where people feel proud to be a part of. We strive to...
-
Immunisation Team Manager
1 week ago
Wokingham, Wokingham, United Kingdom Berkshire Healthcare Foundation Trust Full timeJob summary Interview will be held on 24th June 2024 An exciting and rare opportunity has arisen to operationally manage the Berkshire West immunisation team covering Reading, West Berkshire, and Wokingham localities. The immunisation team is commissioned to provide a routine and catch-up immunisation service to children and young people across...
-
Team Manager Nights
4 weeks ago
WOKINGHAM, United Kingdom WAITROSE Full timePlease note this role will receive night shift premium pay, this will be 33% of the base rate. Duties and Responsibilities: As Partners - members of the Partnership - it's our responsibility to ensure our success for the future. We proactively seek out opportunities to continuously improve the way we work, taking action to ensure the Partnership is...
-
Team Manager Nights
4 weeks ago
WOKINGHAM, United Kingdom WAITROSE Full timePlease note this role will receive night shift premium pay, this will be 33% of the base rate. Duties and Responsibilities: As Partners - members of the Partnership - it's our responsibility to ensure our success for the future. We proactively seek out opportunities to continuously improve the way we work, taking action to ensure the Partnership is...
