Paraplanning Manager

Professional Recruitment
From £40,000 to £50,000 per annum
12 Apr 2017
11 May 2017
Contract Type
Full Time


This role would either suit a Senior Paraplanner looking for the next step, or someone who is already managing a team of Paraplanners, looking for a new challenge. Diploma qualified, you will be passionate about Financial Planning and have an in depth understanding of the advice process.


My Client have a great name in the market place and have an enviable proposition across Wealth Management, Employee Benefits and Investments. People are at the heart of their business and they invest a lot into ensuring that their employees are happy and developed.

The Role:

In this role, you will be responsible for line managing all the Paraplanners across the three business locations in a way that supports the delivery of excellent service at all times. You will act as line manager to wealth management and employee benefits paraplanning teams with a focus on excellent client service delivery. You will be expected to lead, manage and coach the paraplanning team so they understand their expectations, therefore maximising their contribution to the business objectives.

If you feel you have the skills required to take on this role then please do not hesitate to contact us!