Job Description
We are working exclusively with a successful financial planning business who are looking for a Paraplanning Manager to join the business. You will be responsible for managing a team of paraplanners to deliver an exceptional level of service to both their financial planners and clients.
Key Responsibilities:
* Responsible for directly managing the Paraplanning Team
* Provide new joiners a comprehensive induction and monitor/record the ongoing training requirements of the paraplanning team.
* Ensure adherence to FCA (Financial Conduct Authority) rules as defined in the firm's compliance procedures
* Work with the senior leadership team to create and maintain all Suitability and letter templates are kept up to date.
* Analyse clients’ financial needs and goals, to develop lifetime planning strategies and to proactively provide an ongoing advice service to our clients
* Carry out product and fund research using research tools
Experience Required:
* Minimum Level 4 qualified and ideally studying towards/completed Level 6
* Experience managing/leading a team of Paraplanners
* Proven experience within a Financial Advice environment