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Paraplanner Manager

Location
Guildford, Surrey
Salary
£45,000 to £55,000
Job Type
Permanent
Posted
9 Sep 2022

Position: Paraplanner Manager

Location: Hybrid role (offices based in Guildford, Surrey)

Minimum Requirements:

  • Chartered Status (or close to becoming Chartered)
  • 3 years' technical paraplanning experience
  • Management experience
  • Intelligent Office (IO) and Voyant experience ideal but not essential

Salary/package: Up to £55,000 + annual bonus + 23 days' annual leave (rising to 28) + 4% & 5% contributory pension + study support + various other benefits

YOUR NEW COMPANY

Our client is an award winning, forward-thinking IFA firm based in Guildford, Surrey. The business has significant plans to grow during the latter stages of 2022 and has just started the search for a Paraplanner Manager to join its rapidly expanding Administration team. The position is a hybrid one.

THE ROLE

You will be joining the team as Paraplanning Manager initially managing a team of five Paraplanners and reporting into the Managing Director. The firm is looking for you to lead the technical support team of the business to deliver an outstanding client experience and support the company's Independent Financial Planners.

Part of the role will be to lead and manage a client focused, motivated team of paraplanners, ensuring the production of first class research and report writing on a full range of financial planning, products and services. You will utilise your thorough understanding of the advice process, suitability letter requirements and the regulatory requirements imposed by the FCA and ensure these are reflected in the work of the team.

Managing the paraplanning team will include:

  • Distributing cases to the team and working closely with the Head of Financial Planning on workflow and case priorities
  • Regular appraisals
  • Hosting and running weekly team meetings
  • Motivating the team and ensuring effective communication and support
  • Provide support and handle queries that arise from the team
  • Training and development of the team
  • Managing sickness and holiday

Providing paraplanning support to the team of Financial Planners. This will include:

  • Running strategy meetings with advisers to discuss the case and strategies to meet client needs
  • Using the cash flow modelling system, Voyant
  • Research on products and investment strategies; this involves the use of Financial Express (FE)
  • Writing bespoke Suitability Reports using the company framework

REQUIREMENTS

Candidates interested in the Paraplanner Manager vacancy will have the following criteria:

  • Chartered Status (or close to becoming Chartered)
  • 3 years' technical paraplanning experience
  • Management experience
  • Intelligent Office (IO) and Voyant experience ideal but not essential

REMUNERATION / PACKAGE

The package for the Paraplanner Manager role is as follows:

  • Up to £55,000
  • Annual bonus
  • 23 days' annual leave (rising to 28)
  • 4% & 5% contributory pension
  • Study support
  • Free parking
  • Various other benefits

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Apply for this job now

Details

  • Job Reference: 708007778-2
  • Date Posted: 9 September 2022
  • Recruiter: Vision-FS Recruitment
    Vision-FS Recruitment
  • Location: Guildford, Surrey
  • Salary: £45,000 to £55,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent