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Do you have experience managing a team of Paraplanners and seeking your next role as Paraplanning Manager?

Our client, is a national IFA firm who are looking for an experienced individual to manage a team of Paraplanners, acting as their line manager and ensuring the team produce efficient and accurate research and reports for their IFAs. This is a new role being created to help facilitate their growth as a business.

As Paraplanning Manager, your responsibilities will include:

* Managing, training and developing your team of Paraplanners

* Recruiting new team members as and when required

* Operational management through managing staffing / workflow issues and resolving them quickly

* Provide feedback and coaching to develop and enhance your team

* Undertake periodic checks to ensure cases meet and exceed agreed standards

* Identify areas and processes which can be improved

* Act as a go-to person for complex queries where appropriate

* Ensure your team and business are always ahead of regulatory changes

This is an excellent position for an individual looking to be within a management role within paraplanning.

Paraplanning Manager Requirements

* You must hold your full Level 4 Diploma in Financial Planning

* You must have excellent knowledge and experience of paraplanning duties including thorough research and report writing

* You should have experience within an IFA business

* You should have high accuracy and attention to detail

* You should have experience of leading / managing 6+ Paraplanners

Paraplanning Manager Benefits

* Salary of £49,000 - £67,000 depending on experience

* 3 days office based in Bromsgrove and 2 days from home

* Varied working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your schedule

* Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year’s service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts

* The business is committed to professional development for their team and will be open to facilitating your career plans

Locations

Bromsgrove

Call us now on (phone number removed) or click Apply

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