Paraplanning Manager
4 weeks ago
Meraki Talent are seeking a Paraplanner Manager for a UK wide asset management firm.
As part of this role, applicants will be managing a network of paraplanning support activities, including technical and report writing activities.
This role can be aligned to Glasgow or Edinburgh offices; adopts a predominate remote approach to work, however applicants will be required to travel to Glasgow and Edinburgh periodically.
Key duties will include;
- Providing technical advice on report writing
- Ensuring reports are accurate, prior to submission
- Providing leadership and guidance to the wider team
- Attract experienced paraplanners to the business
- Supporting paraplanners, ensuring training needs are met
- Supporting technical managers with suitability guidance
- Assessing file reviews, ensuring remedial actions are actioned
- Maintaining and updating paraplanning procedures
- Following Financial Conduct Authority rules and guidelines
Applicants should be Level 4 qualified, with previous paraplanning experience. As well as the technical skills, applicants should be comfortable to lead and mentor a team of paraplanners and supportive administrative employees.
This role is offering a flexible approach to work.
In addition to a competitive salary, our client are offering a discretionary bonus and extensive benefits package.
Is this job for you? At Meraki, we love recruitment and love words. Is this you?
Jennifer wants: Paraplanning, Management, Asset Management, Level4
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