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Paraplanning Team Manager

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Location

Wokingham

Salary £45000 - £55000
TypePermanent
WorkplaceOn-Site
Ref84436

Recruiter Managing This Role

Paraplanning Team Manager – Berkshire – £45K – £55K

The Opportunity:

I’m working with an IFA Firm who are looking for a Paraplanning Team Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team.

You will be responsible for managing a team of paraplanners to deliver an exceptional level of service to both our financial planners and clients. The role is incredibly varied and demanding, you will require a high level of organisation and strong management and communication skills. We are determined to ensure our clients receive exemplary client service and it is vital that the function puts the client first in all aspects of its day-to-day duties.
 
The Remit Includes:

  • People Management – manage a team of 4 (growing to 6), act as an inspirational manager, motivating and inspiring teams as well as managing performance when necessary, so it meets the expectations of the business.
  • Recruitment – recruitment of paraplanning team when required.
  • Management of Workflow – manage the day-to-day work of the team. Learning & Development – Monitoring of the team’s T&C plans, using the appropriate tools to identify training needs and delivering training as required.
  • Process Improvement – work with the Client Servicing Director to improve efficiencies within the team.
  • MI – working with the Client Servicing Director to development of KPI’s for monitoring staff caseload and performance and ensuring adherence to policy and process.
  • Attending management meetings and team meetings as required.

The Candidate:

The successful candidate may already be a successful Paraplanning Manager or an experienced Paraplanner who is looking for their next move into management, with a well-established Financial Service firm. This candidate should be able to demonstrate their experience in training and coaching other team members. This candidate will aspire to use their knowledge and experience to help deliver the highest level of service to our clients.

Skills required:
To be considered for this unique opportunity, candidates need to have:

  • Diploma Level 4 qualifications.
  • Proven experience within a Financial Advice environment (preferably
  • independent).
  • Ability to motivate and coach teams to perform at a high level.
  • Excellent organisational, communication and interpersonal skills.
  • Experience using a range of Provider websites, including illustrations and New Business processing.
  • Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook).

Education, Qualifications & Training:

  • At least three years financial services experience.
  • Financial services qualifications are desirable.

Benefits

  • Free parking
  • Career support
  • Pension
  • Competitive Salary

What’s next?

Apply today to be considered for this Paraplanning Manager role. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.

 

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