Wapiti Bromsgrove, England, United Kingdom
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Wapiti Bromsgrove, England, United Kingdom
2 weeks ago Be among the first 25 applicants
Join to apply for the Remote Paraplanning Manager role at Wapiti
* AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.
Paraplanning Manager
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
Purpose
To oversee and line manage the paraplanning team to ensure timely, efficient, and accurate research and financial planning reports are completed for AFH advisers. Act as a ‘go-to' for questions and queries across the team, lead support for training new employees, and take on additional responsibilities such as projects outside the usual client work.
As Our Paraplanning Manager, You Will Be Responsible For
* Developing and managing a high-calibre team of paraplanners, identifying training needs within the team or for specific team members.
* Managing team workflow requirements effectively, ensuring adherence to SLAs and key performance metrics, and escalating issues if necessary. Holding regular meetings with individuals and contributing to wider team meetings.
* Maintaining checks on report quality, turnaround times, and process adherence. Providing feedback and coaching to improve service delivery.
* Ensuring team adherence to standard operating procedures in line with FCA regulations.
* Participating in team projects and meeting deadlines.
* Identifying areas for process improvement.
What We Are Looking For in Our Ideal Paraplanning Manager:
* Diploma in Financial Planning or higher qualification.
* Knowledge, interest, and experience in personal financial planning and report construction.
* Experience in an IFA environment with quality communication skills.
* High accuracy and attention to detail in written and numerical skills.
* Good knowledge of Microsoft Office applications.
Benefits and Perks at AFH
* Flexible working and holidays – enjoy flexible hours, holiday allowance, buy & sell scheme, and your birthday off. Additional days for long service.
* Social events – annual Christmas and Summer parties.
* Pension – contributory scheme with Royal London, death-in-service benefit.
* Bonus – discretionary annual bonus after one year of service.
* Health & wellbeing – MediCash cashback app for health initiatives and discounts.
* Professional development – tailored learning and development programs.
* Shopping discounts – discounts and cashback at various retailers and free online courses.
Apply today to register your interest or learn more about working at AFH via our careers website.
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Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
Industries
* Investment Advice
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