Job Opportunity: Paraplanner Manager
About the Company:
We are representing a client seeking an experienced individual with a talent for team management to join their dynamic team. The firm comprises seven dedicated professionals, including five paraplanners, one Paraplanning Manager, and one Technical Manager, all committed to delivering excellence in financial planning. Both incumbent Managers hold Chartered status, reflecting the company's commitment to expertise and quality.
Role Overview:
The client is seeking a Paraplanner Manager to play a pivotal role in their team's success. They are looking for someone with a background in paraplanning, compliance, technical, or T&C roles, who is passionate about fostering team efficiency and productivity. This role offers a unique opportunity to shape processes, systems, and overall approach, contributing significantly to continued success.
Key Responsibilities:
1. Lead and manage a team of paraplanners, ensuring smooth operation of paraplanning services.
2. Oversee the efficiency and productivity of the entire team's output, maintaining high standards of quality and accuracy.
3. Collaborate with management to refine and improve existing systems, processes, and workflows.
4. Provide guidance and support to team members, fostering professional development and growth.
5. Act as a key point of contact for advisors and stakeholde...