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Paraplanning Manager

3 months ago

Edinburgh Scotland, Scotland, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Paraplanning Manager

Industry: Financial Advice

Location: Edinburgh

Salary: £65,000

Job Ref: 9135

Job Description: Paraplanning Manager


Recruit UK are working on an excellent opportunity for a Paraplanning Manager in Edinburgh to join a well established UK Independent Financial Advice firm. The successful candidate will be managing a large paraplanning team. You will be responsible for managing, motivating and developing Paraplanners to prepare high quality written advice, and technical research services to their Private Client Advisers.

You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards.

This role covers their Northern region, which includes the Edinburgh, Glasgow, Manchester and Leeds offices.


Key Responsibilities: Paraplanning Manager

  • Train, manage, develop and motivate
  • Manage workflows & production
  • Improve quality
  • Compliance, regulatory, TCF and Financial Crime Procedures


What’s in it for you: Paraplanning Manager

  • Starting salary up to £65,000 plus bonuses
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance - 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year, to support your local community
  • Employee Assistance Programme with access to a 24/7 helpline
  • Access to our free mortgage service, through our internal mortgage team
  • Employee Forum and Diversity & Inclusion group
  • Local and companywide events in support of our company charities


Skills and experience required: Paraplanning Manager

  • Paraplanning Experience
  • Diploma in Regulated Financial Planning or Level 4 equivalent.
  • An effective people manager with the ability to develop, motivate and empower others.
  • Ideally, have proven experience of managing paraplanners