Paraplanner Manager
4 days ago
Job Title: Paraplanner Manager
Company: Leading Wealth & Investment Management Firm
Location: London/Hybrid
Salary: Up to £70,000 per annum, plus bonus and benefits
We’re currently working with a prestigious Wealth & Investment Management firm with a strong UK presence, currently managing over £60b in AUM, specialising in providing investment management, financial planning and wealth management services to individuals, charities, and institutions.
Our client is seeking a Paraplanner Manager to lead and develop a team of 5 paraplanners. This role offers a fantastic opportunity to join a reputable firm, benefit from a hybrid working model (up to 2 days from home) and progress your career within wealth management.
Key Responsibilities
- Team Leadership: Manage, mentor, and develop a team of 5 Paraplanners, ensuring the delivery of high-quality support to financial advisers and clients.
- Operational Oversight: Oversee the allocation of work across the paraplanning team, managing workloads to ensure deadlines are met and standards remain high.
- Financial Planning Support: Provide technical oversight and support to paraplanners in the development and implementation of financial plans for clients.
- Research and Analysis: Lead on the research and analysis of financial products, ensuring the team delivers accurate, up-to-date, and compliant information for client recommendations.
- Report Review: Review and approve financial planning reports to ensure clarity, accuracy, and compliance with industry regulations.
- Compliance and Quality Control: Act as the key liaison for regulatory compliance within the paraplanning function, ensuring the team adheres to all industry guidelines and standards.
- Stakeholder Engagement: Collaborate with financial advisers, clients, and internal stakeholders to ensure seamless service delivery and positive client outcomes.
Requirements
- Experience: Minimum of 5 years' experience as a Paraplanner within the financial services sector, with at least 2 years in a leadership, supervisory, or mentoring role.
- Qualifications: Diploma in Financial Planning is essential. Candidates who are working towards Chartered status will be at an advantage.
- Leadership Skills: Proven ability to lead, manage, and motivate a team, ensuring productivity and maintaining high standards of quality and compliance.
- Technical Knowledge: Strong technical knowledge of financial planning, investment products, pensions, and tax-efficient strategies. Proficiency with financial planning software is essential.
- Communication: Excellent communication skills, with the ability to engage and influence team members, advisers, and clients alike.
- Problem Solving: Ability to identify process improvements, resolve issues, and drive operational efficiencies.
- Compliance-Focused: Detailed understanding of regulatory compliance and a commitment to ensuring adherence within the paraplanning team.
Benefits
- Competitive salary up to £70,000 per annum
- Performance-based bonus
- Comprehensive benefits package
- Hybrid working model with up to 2 days remote working
- Leadership development opportunities to support your career progression
This is a rare opportunity for an experienced Paraplanner with leadership aspirations to step into a managerial role and shape the future of a high-performing paraplanning team.
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