IFA Paraplanner Manager - Bath

Coast Specialist Recruitment
Bath, Somerset
17 Jun 2017
16 Jul 2017
Contract Type
Full Time

A superb role has arisen within a large regional IFA practice for an experienced Paraplanner Manager or Senior Paraplanner with management ability.

The duties:

Act as line manager to Wealth Management and Employee Benefits Paraplanning teams with a focus on excellent client service delivery at all times .

Lead, manage, coach and develop the Paraplanning team so that they know what is expected and are able to maximise their contribution to the business objectives and realise their potential.

Develop measurable benchmarks for your team that supports delivery of service excellence at all times. Review and appraise team and individual performance through 1:1 meetings and regular reviews and identify training needs through the EPA process.

Manage leave throughout the Paraplanning team ensuring sufficient levels are in place to maintain required levels of service, for example holiday requests. Work with HR team to manage the recruitment and selection process and any other employee relations processes.

The role will involve some travel and regional management of two other offices.