Paraplanning Manager

Reed Insurance
02 May 2017
02 Jun 2017
Contract Type
Full Time
I have an exciting opportunity for a Paraplanning Manager to join a successful Wealth Management firm to support the Paraplanning team across three offices.

You will be expected to line manage all Paraplanners across the business in a way that supports delivery of service excellence at all times.

You will work with the Business Process Manager, Head of Operations, Head of Wealth Management and Financial Planners to ensure a first class client
experience and seamless team working between paraplanner and administration teams.

• Previous experience of managing a team.
• Previous experience of working in similar role within financial services.
• Professional with proven strong client focus approach to work and building / maintaining client relationships.
• Strong middle and back office experience.
• Experience of end to end lifecycle of a client journey.
• Experience of delivering accurate and relevant information in an appropriate and timely manner.
• Extensive knowledge of the Financial Services sector, specifically Wealth Management and wrap platforms.

• Previous experience as a Paraplanning Manager or Senior Paraplanner.
• Experience of working in a small to medium sized financial services environment.
• Experience of working with Enable back office software.
• Experience of working in an environment of significant change.

Skills & Qualifications:

• DipPFS
• Good working knowledge of FCA Principles and Rules
• Strong interpersonal, communication and customer service skills
• Proven ability to work on own initiative and good organisational skills
• Accuracy and attention to detail to balance demands of role
• Effective decision making skills to satisfy a range of stakeholders needs
• Management skills
• Interacts openly and honestly with others, supporting development of close relationships.
• Excellent verbal and written communication.
• Effective time management.

Reed Specialist Recruitment Limited is an employment agency and employment business