Paraplanner Manager - Flexible Working

  • Location

    Bath

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £55000 - £60000 per annum + Bonus and excellent company benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3616_1653640884

  • Published:

    about 1 month ago

  • Expiry date:

    2022-06-26

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

Mbf are working with a national firm of Independent Financial Advisers to recruit a Paraplanner Manager. The business is well known, established & have won multiple awards, they are now seeking to recruit an experienced PP Manager to manage, coach and develop a team of Paraplanners.

You will work closely with the Head of Paraplanning, you will be expected to manage a growing team of Paraplanners with the ultimate goal of delivering an efficient & robust service to both Financial Advisers and clients.

Key duties include:

  • Directly manage the workflow between the advisers and the Paraplanners, to ensure that the resource is allocated according to business needs
  • Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners.
  • To provide a first class Paraplanner service to Private Client Advisers, when required.
  • To actively participate in relevant training, competence and development initiatives.

To be considered you MUST be Level 4 qualified and any additional exams towards Chartered would be advantageous. You will ideally be working within a Paraplanner Manager or Team Leader role, however very experienced Paraplanners who are looking to move into Management will also be considered.

The client is offering a competitive basic salary to £60,000 + bonus and company benefits including flexible working.