Paraplanning Manager

3 weeks ago

United Kingdom Ferguson Dean Limited Full time


Paraplanning Manager Role

Are you an experienced Paraplanner looking to elevate your career? This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey.

Why Consider This Role?

This position provides the perfect balance of autonomy and collaboration, allowing you to make a significant impact within a dynamic financial planning team. With a hybrid working policy, you can enjoy the flexibility of working from home two days a week, while still engaging with your team in the office. This role also offers continuous professional development, ensuring you stay ahead in a constantly evolving industry.

Key Responsibilities:

  • Team Support and Development: Assist the Paraplanning team in crafting accurate financial plans and suitability reports. Provide guidance on strengths and weaknesses, improving paraplanning processes and templates.
  • Strategic Implementation: Monitor workload, manage team workflow, and ensure compliance with legislative requirements. Provide updates to the board of directors and operations team, enhancing communication and working practices across the business.
  • Client-Focused Research: Conduct thorough research and analysis to meet client needs, covering areas such as Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments like EIS/VCT/BPR.
  • Technical Guidance: Offer technical support to the Client Relationship Team, ensuring advice is implemented accurately and compliantly.
  • Process Improvement: Continuously refine research and suitability report processes and templates, contributing to the overall efficiency of the team.

Skills and Experience:

  • Financial Planning Expertise: A deep understanding of the financial planning process, with experience in a Paraplanning role.
  • Management Experience: Ideally, experience in a management or supervisory role.
  • Professional Qualifications: Achieved at least Level 4 (CII Diploma in Financial Planning), with a preference for Chartered status or working towards it.
  • Technical Proficiency: Proficient in Intelligent Office, FE Analytics, Dynamic Planner, and The Exchange.
  • Communication Skills: Excellent written and verbal communication skills, with a focus on detail and accuracy.

Personality Traits:

  • Team-Oriented: Enjoys working collaboratively and excels in a team environment.
  • Client-Focused: Friendly, helpful, and considerate, with a strong client focus.
  • Proactive and Motivated: Shows initiative, can manage oneself, and has a desire for continuous improvement.
  • Flexible and Organised: Able to prioritise tasks effectively, even under tight deadlines.

Working Hours:

A standard 37.5-hour week, from 9.00am to 5.30pm, with a one-hour lunch break. The hybrid working policy allows for three days in the office and two days working from home, depending on workloads and meetings.

If this role aligns with your career aspirations and you possess the required skills and experience, consider this your next professional challenge.

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