Paraplanner Team Manager

MB Fitzgerald
13 Apr 2018
20 Apr 2018
Contract Type
Full Time

Our client, a multi office, award winning Financial Planning business is seeking to recruit for a Paraplanner Team Manager.

Based from their offices in Cheltenham, you will head up the Paraplanning function as well as help to provide assistance to the Planners on a daily basis.

The role has the following key responsibilities:

Assistance the business with induction, training and ongoing development of new and existing Paraplanners and Financial Planning Administrators; including report checking.

  • Workload management and technical support
  • Involvement with project work as and when required
  • Providing an alternative first point contact for Paraplanners
  • To give input into Annual Performance Reviews and Objective setting process.
  • To be involved in monitoring support levels and, if necessary, the recruitment of additional Paraplanners and Administrators, implementing the company interview process and assisting with the 1st interview stage
  • To continue to develop own management skills through attending appropriate Core Skills training courses
  • Adviser Central training
  • Practice workload management and oversight, referring to Technical Manager if wider considerations for support are needed
  • Assistance with holiday approval for Paraplanners and FP Administrators and point of contact for sickness.

Previous supervisory or management experience could be considered advantageous although it is not a necessity.

This is an ideal opportunity for either a Paraplanner Team Leader seeking new opportunity or a Senior Paraplanner who is now seeking the next step in the career.

Package on offer will be to £60,000+Bonuses & Exceptional Benefits.

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