Financial Planning Team Lead
1 month ago
Paraplanning Manager Role
Ferguson Dean is seeking a skilled Paraplanning Manager to join our dynamic financial planning team. This role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey.
Key Responsibilities:
- Team Support and Development: Assist the Paraplanning team in crafting accurate financial plans and suitability reports. Provide guidance on strengths and weaknesses, improving paraplanning processes and templates.
- Strategic Implementation: Monitor workload, manage team workflow, and ensure compliance with legislative requirements. Provide updates to the board of directors and operations team, enhancing communication and working practices across the business.
- Client-Focused Research: Conduct thorough research and analysis to meet client needs, covering areas such as Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments like EIS/VCT/BPR.
- Technical Guidance: Offer technical support to the Client Relationship Team, ensuring advice is implemented accurately and compliantly.
- Process Improvement: Continuously refine research and suitability report processes and templates, contributing to the overall efficiency of the team.
Requirements:
- Financial Planning Expertise: A deep understanding of the financial planning process, with experience in a Paraplanning role.
- Management Experience: Ideally, experience in a management or supervisory role.
- Professional Qualifications: Achieved at least Level 4 (CII Diploma in Financial Planning), with a preference for Chartered status or working towards it.
- Technical Proficiency: Proficient in Intelligent Office, FE Analytics, Dynamic Planner, and The Exchange.
- Communication Skills: Excellent written and verbal communication skills, with a focus on detail and accuracy.
Working Hours:
A standard 37.5-hour week, from 9.00am to 5.30pm, with a one-hour lunch break. The hybrid working policy allows for three days in the office and two days working from home, depending on workloads and meetings.
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