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Paraplanning Manager
Job Posted: 3 days ago
Salary: £ 49,000 - 67,000 / Annum
Job Type: Permanent
Location: B60, Stoke Pound, Worcestershire
Expire in: 24 days
Job Description
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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Looking for your next career move? Join a top company hiring Paraplanning Manager job near me in B60, Stoke Pound, Worcestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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