Paraplanner Manager

40000.00 - 50000.00 GBP Annual + GBP40000 - GBP50000/annum
07 Apr 2017
23 Apr 2017
Contract Type
Full Time
Are you a Senior Paraplanner?

Are you ready for the next step in your career?

My client is looking to add a Paraplanner Manager to join their team and line manage paraplanners and administrative support staff across 3 office locations.

You will be given responsibility for the following:

Identifying and implementing systems and tools in support of delivering the smartest and most effiecient way of working.

Appraising the team and individual performance through 1:1 meetings and recognising training needs through the EPA process.

Ensuring synergy of communication between the financial planner, paraplanner and PA to provide the best most professional service to clients throughout the process.

Working closely with Group Compliance to ensure FCA regulations are upheld.

Focus on managing all change with appropriate risk management framework (including financial and operational risk).

The role is multi-site between the Bath, Cheltenham and Chelmsford offices Travel between these locations is, of course, an integral part of the role.

The right individual will be able to show experience of:

Managing a team.
Client focussed approach to the work and client relationships in both the building and maintenance phases.
Extensive knowledge of Financial Services, Wealth Management and Wrap Platforms.
Working as a paraplanner or senior paraplanner (preferred).
Essential Items for the right candidate:


Good Working Knowledge of FCA Principles and rules

Strong interpersonal, communication and customer service skills.

Effective decision making abilities within a management framework to satisfy a range of stakeholder needs.

Open and honest communication with colleagues and clients to promote strong healthy connections and relationships.

If you do not hear from me within 5 working days please assume that on this occasion you have been unsuccessful

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