Job Description
Paraplanning Manager
Sheffield (Hybrid working available)
£50,000 - £55,000
A financial advisory group experiencing strong year on year growth are seeking a skilled and motivated Paraplanning Manager to lead and shape their paraplanning function.
About the Role:
This is a new position, offering a blend of high-level technical responsibility and leadership. You will head up a team of paraplanners based across the UK and play a key role in delivering high-quality support to our advisers. This is an exciting opportunity for someone looking to make a real impact in a growing business.
Key Responsibilities:
* Lead, coach, and develop a national paraplanning team
* Provide advanced technical paraplanning support
* Mentor and train team members, including new starters
* Oversee WIP management and ensure deadlines are met
* Standardise and improve paraplanning processes using Intelligent Office
* Support complex case work and collaborate with the Case Review Team
* Contribute to ongoing business initiatives and operational projects
The Successful Applicant
* Minimum Level 4 Diploma (working towards Chartered or Advanced Diploma desirable)
* At least 5 years’ industry experience
* Proficient in research tools including Defaqto, FE Analytics, and Cashcalc
* Strong communicator with excellent organisational skills
* A proactive and collaborative leadership style