Technical Paraplanning Manager

A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis.

In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development.

You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports.

Location : On the outskirts of Cardiff. Due to location, you will need to be a driver.

Hours : Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!)

What you'll be doing :

• Monitor quality of Paraplanning work produced by Paraplanners / Trainee Paraplanners, acting as point of contact regarding all paraplanning queries.
• Preparation of all client cashflows ready for monthly and annual meetings.
• Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting.
• Provide appendices, illustrations, applications and key features documentation for suitability letters and reports.
• Implementing agreed actions from Authority to Proceed notifications.

Monitor Nega...