Paraplanning Manager (Reading Central)

Reed Insurance
14 May 2017
13 Jun 2017
Contract Type
Full Time
My client a leading Wealth Planning firm is actively looking to recruit a skilled Manager on the Paraplanning side.  Currently a Paraplanner, you will be responsible for supervising the Team and be capable of wriing technical reports and ensuring the quality of the work within the Team is exceptional. The client rewards talented individuals and you will be rewarded greatly for your expertise.  Diploma Qualified, you will be able to hit the ground running immediately and will lead by example.   A technical role aimed at enhancing the quality of work produced by the Financial Planning team. 

The main duties will incorporate the following:-

- Supervise and lead a client-focussed team of paraplanners
- Monitor the quality and efficiency of the output
- Reporting to the Operations Manager
- Provide the consultants with regular updates on progress on casework
- Implement and manage service standards within the team
- Develop and train junior paraplanners
- Ensure that the team adheres to the firm’s advisory standards and procedures
- Carry out day-to-day paraplanning duties, including suitability reports
- Ensure that the team maintains its technical capabilities and complies to regulatory
- Set objectives for paraplanners’ annual appraisals

To be considered you must be able to demonstrate the following:-

Previous experience in an IFA environment
Proven experience of organising and prioritising workloads
Proven experience of team management and outstanding client service delivery
Level 4 qualified, as a minimum
Experience in developing and maintaining good working relationships with colleagues
A good understanding of regulatory requirements

In return the benefits are fantastic and will reflect your exposure. 

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