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Paraplanning manager

Stoke
Permanent
Premier Jobs UK
Manager
Posted: 18 June
Offer description

Do you have experience managing a team of Paraplanners and seeking your next role as Paraplanning Manager? Our client, is a national IFA firm who are looking for an experienced individual to manage a team of Paraplanners, acting as their line manager and ensuring the team produce efficient and accurate research and reports for their IFAs. This is a new role being created to help facilitate their growth as a business. As Paraplanning Manager, your responsibilities will include: * Managing, training and developing your team of Paraplanners * Recruiting new team members as and when required * Operational management through managing staffing / workflow issues and resolving them quickly * Provide feedback and coaching to develop and enhance your team * Undertake periodic checks to ensure cases meet and exceed agreed standards * Identify areas and processes which can be improved * Act as a go-to person for complex queries where appropriate * Ensure your team and business are always ahead of regulatory changes This is an excellent position for an individual looking to be within a management role within paraplanning. Paraplanning Manager Requirements * You must hold your full Level 4 Diploma in Financial Planning * You must have excellent knowledge and experience of paraplanning duties including thorough research and report writing * You should have experience within an IFA business * Y...

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