Paraplanning Manager
4 weeks ago
Paraplanning Manager, Financial Services industry, Salary £60,000 - £90,000 dependent on your experience, Maternity cover interim role.
Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent service and truly treat their staff well and have lots of fun in the process.
This role would ideally suit you if you are a Paraplanning Manager who would also like the opportunity put your own stamp on things and undertake operational duties as well as being someone who enjoys socialising and taking part in fun activities.
I am delighted to be working in partnership with a London based Financial Advising firm who put the interests of their clients at the heart of everything they do.
They are looking for an experienced and motivated Head of Paraplanning / Operations Manager who has a proven experience in the financial services industry.
Duties may include but not limited to:
- Write and implement review process and templates for review letters and yearly reports
- Aid the advisers and paraplanners with their paperwork queries
- Train new advisers and paraplanners on new systems and processes
- Prepare for client meetings - carry forward calculations, prepare valuations and fund information, Voyant cash flow modelling forecasts
- Entire paperwork process for the firm including research, quotes, factfinds and suitability reports
- Management of all employed staff
- Responsibility for the HR duties of the firm
- Recruitment of new paraplanners and administration staff
- Dealing with recruiters, contracts etc
- Design and run the graduate programme - training, timetables, exams, brochure etc
- Organising the overall recruitment of new graduates/advisers through the whole process
- Quarterly meetings on performance of the company in regards to compliance
- Implementing improvements where necessary
- Design and run the graduate programme - training, timetables, exams, brochure etc
- Managing the whole process from start until the adviser is fully qualified
- Use of XPLAN / IRESS
Does this sounds like you and would like to know more?
- Work for a company who truly value their staff and have fun
- A highly competitive salary dependent upon experience and qualification level
- Excellent benefits including 30 days holiday and bonus
If the above sounds like you please do not hesitate to speak to me. I will be happy to talk in detail in connection with the client and the role. There is a strong element of hybrid working and the ability to work autonomously for a business who genuinelycare for their employees, their brand and who show empathy and the right guidance to their clients.
Please don't hesitate to contact me on here or at HELEN SPRIGGS on Linkedin
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London, United Kingdom Medical Family Finance Full time €45,000Paraplanning Manager A successful finance company based in central London is looking for a Head of Paraplanning to join their dynamic, fast-growing team. You will supervise our skilled paraplanners, managing team workload and monitoring workflows to ensure our high-quality output is maintained. You will use your own skills and knowledge to mentor and...
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Greater London, United Kingdom Medical Family Finance Full timeParaplanning ManagerA successful finance company based in central London is looking for a Head of Paraplanning to join their dynamic, fast-growing team. You will supervise our skilled paraplanners, managing team workload and monitoring workflows to ensure our high-quality output is maintained. You will use your own skills and knowledge to mentor and support...
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Greater London, United Kingdom Medical Family Finance Full timeParaplanning ManagerA successful finance company based in central London is looking for a Head of Paraplanning to join their dynamic, fast-growing team. You will supervise our skilled paraplanners, managing team workload and monitoring workflows to ensure our high-quality output is maintained. You will use your own skills and knowledge to mentor and support...
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Paraplanning Manager
1 week ago
Greater London, United Kingdom Medical Family Finance Full timeParaplanning Manager A successful finance company based in central London is looking for a Head of Paraplanning to join their dynamic, fast-growing team. You will supervise our skilled paraplanners, managing team workload and monitoring workflows to ensure our high-quality output is maintained. You will use your own skills and knowledge to mentor and...
