Paraplanner Manager

  • Location

    Reading, Berkshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000 - £55000 per annum + Bonus + Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2184_1574341216

  • Published:

    about 1 year ago

  • Expiry date:

    2019-12-21

  • Consultant:

    #

Our client is the Wealth Management arm of a well established banking group that currently seek to recruit a Paraplanner Team Manager to join their Reading office.

The role has the following key responsibilities:

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

  • 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 and has previous team leader experience.

Package on offer will be to £55,000+Bonuses & Exceptional Benefits.