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Paraplanning Manager

3 months ago

Milton Keynes, United Kingdom Coast Specialist Recruitment Full time

A great new opportunity have arisen for Paraplanning Manager to join an exciting Private Client ( on a full time basis).

It's an exciting practice, set up by a successful team.

Key Responsibilities: -- Manage paraplanning team and workflow.
- Oversight of the report queue:

- Primary liaison between the advisers and paraplanning team:

- Keep them informed on report timescales
- Prioritise reports as needed
- Chase advisers for information, should they not be responding to requests from other members of the Paraplanning team
- Discuss and deal with any issues advisers may be having with the paraplanning team
- Checking reports/work for trainee paraplanners (or indeed more complex ones for senior paraplanners, if required).
- Checking other reports/projects/wordings etc as requested by the Partners, or the Compliance Manager etc.
- Put in place training for all Paraplanners as needed (both internal processes and product/platform knowledge); more structured training for Trainee Paraplanners and new starters.
- Sign off new starters, when competent (usually 6m +), upwardly refer to HR and provide supporting evidence.
- Sign off trainees, when competent (usually 2yrs +), upwardly refer to HR/Compliance Manager.
- Spot-check paraplanning work periodically across the team to ensure compliance with the firm’s processes and regulatory requirements.
- Paraplanning team reporting:

- Oversee the preparation of weekly MI
- Summary of Paraplanning workloads at company meetings
- Provide feedback for staff generally and paraplanners specifically for twice yearly appraisals, upwardly refer to HR
- Feedback on trainees to the Partners/Compliance Manager
- Attendance and participation in Operations Meetings, to provide PP feedback as needed - whole meeting attendance not required
- Attendance and participation in Team Leader meetings, to provide PP feedback as needed.
- Run Paraplanner team meetings, communication with the paraplanning team over any issues (e.g. internal processes, property fund closures etc) and arrange the subsequent distribution of meeting minutes.
- Run 1:1 meetings with all PP team members and identify issues either for the individual and /or firm and devise/implement appropriate and timely solutions.
- Product and Platform Due Diligence, and to a lesser extent fund due diligence
- General monitoring of workloads, may result in a recommendation to HR e.g. further staff required or re-allocation of resource
- Updating the software used to reflect quarterly changes in our CAP models
- Maintaining and enhancing the firms report writing software plus any other communication material held outside of this but used by the team.
- The maintenance and provision of training re all software used by paraplanners to fulfil their role.
- Project/Systems work - as required.

Systems: -- Technically competent with: - Outlook, Word, Excel, MS Teams to intermediate level
- Competent with Intelligent Office (back-office system) or similar
- Competent with ATEB, Selectapension, Voyant, DocuSign, and FE Analytics.
- Detailed knowledge of platforms ideally: - Quilter, Aviva, M&G and Aegon ARC

Personal Specification: -- Ideally Diploma qualified as a minimum, ideally working towards the Advanced Diploma in Financial Planning
- Ideally with at least, 5+ years’ experience as a Paraplanner with 1 years’ experience at GWM (role recruited internally)
- Ability to communicate at all levels, organised, effective time management and ability to prioritise workload
- Problem solving - resolving in-depth problems and issues to find appropriate solutions
- Ability to lead a team, making decisions as needed