Paraplanning Manager

  • £50000 - £55000 per annum
  • Lancashire, UK

Job role: Paraplanning Manager
Salary: £50,000-£55,000
Location: Hybrid with visits 3 days to Standish, Southport or West Midlands
We are looking for a Paraplanning Manager to join a top firm based in the North West. This is a fantastic chance for a Senior Paraplanner to advance in a role managing 12 other Paraplanners based across the North West and West Midlands. You will need to be able to work 3 days in the office with visits to Standish, Southport and West Midlands.
What you will be doing

  • Recruit, manage, train and develop a high calibre team of paraplanners
  • First line checks on quality of reports, turnaround times and adherence to processes.
  • Working as part of the regional leadership team.
  • Ensure the paraplanning team adheres to all standard operating procedures, policies and processes and
  • in accordance with all FCA regulations that apply to the conduct of the business.
  • Oversee the accurate analysis of clients’ financial needs and goals, to develop lifetime planning
  • strategies and to proactively support the provision of an ongoing advice service to our clients
  • Attend meetings with clients alongside Financial Planners when required
  • Work in accordance with IWPFPs Central Investment Proposition, following all relevant exception
  • processes as necessary 
  • Carry out product and fund research using company standard research tools where appropriate
  • Prepare cash flow modelling and pension income drawdown forecasts
  • Prepare illustrations, recommendation reports and client correspondence to target deadlines
  • Ensure all client work is compliant and supported with relevant paperwork
  • Ensure all Suitability and letter templates are kept up to date in accordance with IWPFP standard

What we need from you?

  • Ability to work with accuracy and attention to detail – essential
  • Fully qualified Paraplanner
  • Knowledge of iO ,Excel and other research, analysis and data management tools – essential
  • Ability to work under pressure to meet deadlines – essential
  • A team player – essential
  • Good communication both verbal and written – essential
  • Ability to coach, manage and mentor a team and ensure accurate work within tight deadlines – essential
  • Broad knowledge of the financial services sector – desirable

If you are interested in hearing more then please email me for more details

Apply for this role:

    Advertised by:

    Bridget Holder

    Divisional Manager

    Connect with Bridget Holder?>: