Paraplanning Manager Specialist

17 hours ago


Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Title: Paraplanning Manager Specialist

This role is pivotal in bridging the gap between senior financial advisers and technical planning support.

We are seeking an experienced Paraplanning Manager Specialist to join our team at Recruit UK | Certified B Corp™. As a key member of our organization, you will be responsible for supporting a team of Financial Advisers and Chartered Financial Planners.

Key Responsibilities:
  • Support and collaborate with the Financial Advisers and Chartered Financial Planners
  • Engage with clients and provide exceptional customer service
  • Conduct data analysis and research to inform business decisions
  • Provide technical paraplanning support to enhance client experiences
  • Manage the financial planning support team to ensure seamless operations

The successful candidate will have previous experience as a Paraplanner, ideally 5+ years'. They will also possess excellent communication skills, be able to coach and motivate a team, and have exposure to managing clients of all variety within wealth planning.

Requirements:
  • Prior experience as a Paraplanner, preferably with 5+ years' experience
  • Ability to engage with diverse clients and provide personalized support
  • Strong analytical and problem-solving skills
  • Excellent communication and leadership abilities
Benefits:
  • Pension scheme
  • Flexible working arrangements
  • 25 days holiday plus bank holidays
  • Fantastic work culture
  • Professional development opportunities
  • A unique and varied opportunity to grow your career

Estimated salary: Up to £65,000 per annum.



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