High Value Life Insurance Planning Manager

2 weeks ago


City of London, Greater London, United Kingdom Pure Resourcing Limited Full time

Pure Resourcing Limited is seeking a highly experienced Operations Manager / Paraplanning Manager to join their specialist life insurance planning team.

This role involves partnering with the department director to help achieve the team's growth plans. The successful candidate will be responsible for providing life insurance planning solutions to HNW and UHNW clients, as well as assisting the director with day-to-day duties.

Key Responsibilities:

  • Supervise and manage a team of life insurance planners.
  • Develop and implement life insurance planning solutions for HNW and UHNW clients.
  • Collaborate with the department director to achieve team growth plans.
  • Assist the director with day-to-day duties, including team management, training, and strategic planning.

Requirements:

  • Proven experience in operations management and paraplanning within the life insurance industry.
  • Strong knowledge of regulatory and compliance standards, including Training & Competence (T&C) schemes.
  • Ability to manage and motivate a team of life insurance planners.
  • Industry qualifications, such as the FPC and Diploma in Financial Planning.
  • Degree-educated and highly organized with an extreme level of attention to detail.

What We Offer:

  • A competitive salary of £50,000-£70,000, including bonus and benefits.
  • A fantastic opportunity to join a highly successful financial services business.
  • A chance to work with a specialist life insurance planning team.


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