Paraplanner manager

Location

Berkhamsted

Salary £50000 - £60000 TypePermanent WorkplaceOn-Site Ref89308

Paraplanner Manager

Location: Berkhamsted (Hybrid Monday & Friday WFH)
Salary: Up to £60,000
Hours: MonThu 9:0017:30, Fri 8:3017:00

About the Role

We are seeking an experienced Paraplanner Manager to join our team in Berkhamsted, Hertfordshire. This is a key role supporting our advisers and ensuring the highest standards of compliance and client service. You will be responsible for producing detailed financial plans, reports, and research, as well as maintaining client files and handling some administrative tasks.

This position has arisen due to the previous job holder moving on to establish their own paraplanning business, so we are looking for someone who can hit the ground running and work independently.

Key Responsibilities

1. Work closely with advisers to create financial plans and detailed reports.
2. Conduct in-depth research and analysis to support recommendations.
3. Ensure compliance with regulatory requirements and internal standards.
4. Maintain accurate client files and assist with administrative tasks.
5. Provide client-facing support when required.

Requirements

6. Level 4 Diploma qualified (minimum).
7. Minimum 5 years experience in a FA/IFA office paraplanning role.
8. Team leadership/management experience.
9. Strong technical knowledge and compliance expertise.
10. Ability to work independently without hand-holding.
11. Excellent communication skills and client-facing experience.

Benefits

12. Salary up to £60,000.
13. 25 days holiday plus bank holidays.
14. Holiday purchase scheme (after probation).
15. Life cover.
16. Company pension with salary sacrifice.
17. Hybrid working pattern (Mon & Fri WFH).
18. Employee Assistance Programme.
19. Referral reward scheme.

If you are a highly skilled paraplanner with strong technical ability and leadership qualities, wed love to hear from you. Apply today and take the next step in your career!