A leading financial planning firm with regional offices is recruiting for a Paraplanner Manager or Team Lead to work on a hybrid basis from one of their offices. This would be an excellent move for a senior or technical paraplanner to take the next step in their career and manage a successful close-knit team, or an experienced manager to slot into the role. We are looking for professionals who are ideally minimum diploma qualified, having worked supporting advisers, and ultimately clients in the advice-giving process. This is a great opportunity to develop existing and new skills, as well as expand your knowledge and experience.
Responsibilities:
* Recruit, manage, train, and develop high caliber Paraplanners.
* Train, mentor, and monitor new and existing employees.
* Support, develop, and mentor candidates.
* Perform first line checks on the quality of reports, turnaround times, and adherence to processes.
* Work alongside the management team in practice-based activities.
* Carry out work in line with internal and external FCA regulations and procedures that apply to the conduct of the business.
To be considered, you must have previous experience working as a paraplanner, ideally with a diploma working towards chartered - but experience is key. You’ll be driven, have strong IT skills, good written and verbal communication skills, and feel confident in guiding a team.
An excellent opportunity for the right candidate. Please do not hesitate to get in touch by clicking apply to note your interest. A competitive basic salary and development pathway are available for the successful applicant, along with an autonomous and mature workplace that puts their client needs first.
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