Paraplanner Manager

1 day ago

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

Job Title: Paraplanner Manager

Industry: Financial Services

Location: Staffordshire

Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)

Job reference: 9369


My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team.


This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. It is a very varied role.


My client are ideally looking for someone who is CF30 qualified or who is looking to be more client facing and is happy to become CF30 qualified.


Key Responsibilities will involve but not be limited to:

  • Support team of Financial Advisers and Chartered Financial Planners
  • Assist with client engagement
  • Conducting data analysis and research
  • Technical paraplanning support
  • Management of the financial planning support team
  • Streamlining and implementing new process to enhance efficiency and productivity
  • And much more…


What’s in it for you:

  • Salary up to £65,000 (negotiable dependent on skill-set and qualifications)
  • Pension scheme
  • Flexible working (if required)
  • 25 days holiday plus bank holidays
  • Fantastic work culture
  • DIS
  • Ongoing career professional development
  • Unique and varied opportunity


Skills and experience required:

  • Previous experience as a Paraplanner, ideally for 5+ years’
  • Exposure to managing clients of all variety within wealth planning
  • Ability to coach and motivate a team
  • Ideally you will be Level 6 Chartered but this isn’t a necessity


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in Lichfield on a Technical Manager role.


Contact me today or apply to find out more information - Katie.Mihaylov@recruitukltd.co.uk

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