Overview
Join to apply for the Paraplanning Manager role at TieTalent. AFH Wealth Management is described as one of the UK's leading independent financial advisory and wealth management firms. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
Responsibilities
* 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 the team adheres to SLAs and key performance metrics, and escalating issues as necessary
* Holding regular one-to-one meetings and contributing to wider team meetings
* Maintaining regular checks on the quality of reports, turnaround times and adherence to processes; providing feedback and coaching to improve service delivery
* Ensuring the paraplanning team adheres to standard operating procedures in line with FCA regulations
* Participating in team projects and meeting set deadlines
* Looking for areas to improve team processes
Qualifications and ideal criteria
* Diploma in Financial Planning (minimum qualification)
* Knowledge, interest and experience in personal financial planning and in constructing financial planning research and reports
* Experience in an IFA environment with quality communications and constructive feedback
* High level of accuracy and attention to detail in written and numerical work
* Good working knowledge of Microsoft Office applications
Benefits
* Flexible working and holiday allowance, with options for annual buy and sell and additional holiday days for long service
* Social events such as annual Christmas and Summer parties
* Contributory pension scheme with death-in-service benefit
* Competitive salary and discretionary annual bonus
* Health and wellbeing benefits including cashback on health initiatives and access to discounted memberships
* Professional development through tailored learning and development programmes
* Shopping discounts and access to online training courses
Apply today to register your interest in joining our team, or learn more about the benefits and perks via our careers website.
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