Details:
- Salary: £50,000 - 55,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Lancashire
- Date: 1 week ago
Description:
Job role: Paraplanning Manager
Salary: £50,000-£55,000
Location: Hybrid with visits 3 days to Standish, Southport or West Midlands
We are looking for a Paraplanning Manager to join a top firm based in the North West. This is a fantastic chance for a Senior Paraplanner to advance in a role managing 12 other Paraplanners based across the North West and West Midlands. You will need to be able to work 3 days in the office with visits to Standish, Southport and West Midlands.
What you will be doing
Recruit, manage, train and develop a high calibre team of paraplanners
First line checks on quality of reports, turnaround times and adherence to processes.
Working as part of the regional leadership team.
Ensure the paraplanning team adheres to all standard operating procedures, policies and processes and
in accordance with all FCA regulations that apply to the conduct of the business.
Oversee the accurate analysis of clients’ financial needs and goals, to develop lifetime planning
strategies and to proactively support the provision of an ongoing advice service to our clients
Attend meetings with clients alongside Financial Planners when required
Work in accordance with IWPFPs Central Investment Proposition, following all relevant exception
processes as necessary
Carry out product and fund research using company standard research tools where appropriate
Prepare cash flow modelling and pension income drawdown forecasts
Prepare illustrations, recommendation reports and client correspondence to target deadlines
Ensure all client work is compliant and supported with relevant paperwork
Ensure all Suitability and letter templates are kept up to date in accordance with IWPFP standard
What we need from you?
Ability to work with accuracy and attention to detail – essential
Fully qualified Paraplanner
Knowledge of iO ,Excel and other research, analysis and data management tools – essential
Ability to work under pressure to meet deadlines – essential
A team player – essential
Good communication both verbal and written – essential
Ability to coach, manage and mentor a team and ensure accurate work within tight deadlines - essential
Broad knowledge of the financial services sector – desirable
If you are interested in hearing more then please email me for more details (url removed)