Senior Paraplanner/Technical Manager

6 days ago

Cardiff, Cardiff, United Kingdom Churchill Executive Full time
Senior Technical Manager & Paraplanner (STM&P)

Our client, a leading wealth management firm, is seeking a highly skilled Senior Technical Manager & Paraplanner to join their team at Churchill Executive. As a key member of the financial planning team, you will play a crucial role in delivering exceptional client service and driving business growth.

  • Monitor the quality of para-planning work produced by paraplanners/trainee paraplanners and outsourced para planners, ensuring adherence to industry standards and best practices.
  • Act as the primary point of contact for queries related to para-planning work, providing expert guidance and support to colleagues and clients.
  • Receive and execute instructions from meeting notes/tasks from financial planners following client meetings, ensuring timely and accurate completion of tasks.
  • Interpret data obtained by planners during client meetings and collaborate with planners to establish the correct recommendations to be taken, ensuring alignment with client objectives.
  • Analyze data received from clients and providers, utilizing research tools to provide innovative solutions that meet client needs and objectives.
  • Compose suitability letters and financial planning reports that are accurate, personalized, and tailored to meet client objectives.
  • Provide all necessary appendices, illustrations, applications, and key features documentation for suitability letters and reports.
  • Implement agreed actions from authority to proceed notifications, including taking fees from providers, allocating investments to wrappers, linking investment models, and placing buy/sell trades.
  • Complete annual ISA reporting to ensure all clients (where applicable) have utilized their annual ISA allowances.
  • Participate in and contribute to investment committee meetings, providing expert insights and recommendations.
  • Maintain up-to-date knowledge of legislation and product changes by attending and maintaining continuous professional development.
  • Adhere to the 6-step process of financial planning, ensuring a comprehensive and client-centric approach.

Requirements

  • Ideal candidates will hold GCSEs in Mathematics and English (grades A-C/1-3) and possess the Diploma in Financial Planning or equivalent.
  • Excellent IT skills and a strong telephone manner are essential for this role.
  • Continuing Professional Development (CPD) is expected to develop skills and knowledge.

  • Senior Technical Manager

    6 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    About the RoleChurchill Executive is seeking a highly skilled and experienced Senior Technical Manager to join our team. As a key member of our leadership team, you will be responsible for providing technical expertise and guidance to our financial planning team.Key ResponsibilitiesMonitor the quality of para-planning work produced by paraplanners/trainee...

  • Trainee Paraplanner

    1 month ago

    Cardiff, Cardiff, United Kingdom NJR Recruitment Ltd Full time

    Trainee Paraplanner Leeds 26, ,000 NJR are delighted to be exclusively working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in North Leeds. Our Client is looking for a Trainee Paraplanner to join their ambitious, expanding and technically astute team. As a Trainee Paraplanner you will be supporting...

  • Senior Technical Manager

    5 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    About the RoleChurchill Executive is seeking a highly skilled Senior Technical Manager to join our team in the wealth management industry. As a key member of our financial planning team, you will be responsible for delivering high-quality technical support and guidance to our financial planners and clients.Key ResponsibilitiesQuality Assurance: Monitor and...

  • Senior Technical Manager

    5 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    About the RoleChurchill Executive is seeking a highly skilled Senior Technical Manager to join our team in the wealth management industry. As a key member of our financial planning team, you will be responsible for delivering high-quality technical support and guidance to our financial planners and clients.Key ResponsibilitiesQuality Assurance: Monitor and...

  • Senior Financial Planning Manager

    2 hours ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    Job Description**Job Title:** Senior Paraplanner/Technical Manager**Company:** Churchill Executive**Job Summary:We are seeking a highly skilled and experienced Senior Paraplanner/Technical Manager to join our team. As a key member of our financial services team, you will be responsible for providing expert advice and tailored services to our clients, helping...

  • Senior Financial Planning Manager

    6 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    Job Description**Job Title:** Senior Paraplanner/Technical Manager**Company:** Churchill Executive**Job Summary:We are seeking a highly skilled and experienced Senior Paraplanner/Technical Manager to join our team. As a key member of our financial services team, you will be responsible for providing expert advice and tailored services to our clients, helping...

  • Senior Financial Planning Manager

    3 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    Job Description**Job Title:** Senior Paraplanner/Technical Manager**Company:** Churchill Executive**Job Summary:We are seeking a highly skilled and experienced Senior Paraplanner/Technical Manager to join our team. As a key member of our financial services team, you will be responsible for providing expert advice and tailored services to our clients, helping...

  • Senior Financial Planning Manager

    3 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    Job Description**Job Title:** Senior Paraplanner/Technical Manager**Company:** Churchill Executive**Job Summary:We are seeking a highly skilled and experienced Senior Paraplanner/Technical Manager to join our team. As a key member of our financial services team, you will be responsible for providing expert advice and tailored services to our clients, helping...

  • Senior Technical Manager

    3 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    About the RoleChurchill Executive is seeking a highly skilled Senior Technical Manager to join our team in the wealth management industry. As a key member of our financial planning team, you will be responsible for providing technical expertise and support to our financial planners and clients.Key ResponsibilitiesMonitor the quality of para-planning work...

  • Senior Technical Manager

    3 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    About the RoleChurchill Executive is seeking a highly skilled Senior Technical Manager to join our team in the wealth management industry. As a key member of our financial planning team, you will be responsible for providing technical expertise and support to our financial planners and clients.Key ResponsibilitiesMonitor the quality of para-planning work...

  • Paraplanning Technical Manager

    4 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    Job DescriptionJob Title: Paraplanning Technical ManagerCompany: Churchill ExecutiveJob Summary:We are seeking a highly skilled and experienced Paraplanning Technical Manager to join our team. As a key member of our financial planning department, you will be responsible for providing technical support and guidance to our financial planners, ensuring that our...

  • Paraplanning Technical Manager

    4 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    Job DescriptionJob Title: Paraplanning Technical ManagerCompany: Churchill ExecutiveJob Summary:We are seeking a highly skilled and experienced Paraplanning Technical Manager to join our team. As a key member of our financial planning department, you will be responsible for providing technical support and guidance to our financial planners, ensuring that our...

  • Paraplanning Technical Manager

    4 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    Job DescriptionJob Title: Paraplanning Technical ManagerCompany: Churchill ExecutiveJob Type: Full-timeLocation: RemoteJob Summary:We are seeking a highly skilled Paraplanning Technical Manager to join our team at Churchill Executive. As a key member of our financial services team, you will be responsible for providing technical support and guidance to our...

  • Paraplanning Technical Manager

    4 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    Job DescriptionJob Title: Paraplanning Technical ManagerCompany: Churchill ExecutiveJob Type: Full-timeLocation: RemoteJob Summary:We are seeking a highly skilled Paraplanning Technical Manager to join our team at Churchill Executive. As a key member of our financial services team, you will be responsible for providing technical support and guidance to our...

  • Senior Paraplanner

    1 month ago

    Cardiff, Cardiff, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services. We are urgently seeking a career orientated Paraplanner to join the exisiting Paraplanning teams in Sheffield. You will...

  • Senior Technical Project Manager

    2 hours ago

    Cardiff, Cardiff, United Kingdom Rise Technical Recruitment Limited Full time

    Job Summary:Rise Technical Recruitment Limited is seeking a highly skilled and experienced Technical Project Manager to join our team. As a Technical Project Manager, you will be responsible for managing customer projects from cradle to grave, providing technical support, and leading technical projects within the department.About the Role:Technical approval...

  • Senior Technical Project Manager

    4 hours ago

    Cardiff, Cardiff, United Kingdom Rise Technical Recruitment Limited Full time

    Job Summary:Rise Technical Recruitment Limited is seeking a highly skilled and experienced Technical Project Manager to join our team. As a Technical Project Manager, you will be responsible for managing customer projects from cradle to grave, providing technical support, and leading technical projects within the department.About the Role:Technical approval...

  • Technical Leadership Role

    6 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    About the RoleChurchill Executive is seeking a highly skilled and experienced Senior Technical Manager to join our team. As a key member of our leadership team, you will be responsible for providing technical expertise and guidance to our financial planning team.Key ResponsibilitiesMonitor the quality of para-planning work produced by paraplanners/trainee...

  • Paraplanning Technical Lead

    4 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    About the RoleChurchill Executive is seeking a highly skilled Paraplanning Technical Manager to join our team. As a key member of our financial planning department, you will be responsible for ensuring the quality of para-planning work produced by paraplanners/trainee paraplanners and outsourced para planners.Key ResponsibilitiesReceiving and carrying out...

  • Paraplanning Technical Lead

    4 days ago

    Cardiff, Cardiff, United Kingdom Churchill Executive Full time

    About the RoleChurchill Executive is seeking a highly skilled Paraplanning Technical Manager to join our team. As a key member of our financial planning department, you will be responsible for ensuring the quality of para-planning work produced by paraplanners/trainee paraplanners and outsourced para planners.Key ResponsibilitiesReceiving and carrying out...