Paraplanning Manager

Job Description

Do you have experience managing a team of Paraplanners and seeking your next role as Paraplanning Manager?

Our client, is a national IFA firm who are looking for an experienced individual to manage a team of Paraplanners, acting as their line manager and ensuring the team produce efficient and accurate research and reports for their IFAs. This is a new role being created to help facilitate their growth as a business.

As Paraplanning Manager, your responsibilities will include :

• Managing, training and developing your team of Paraplanners
• Recruiting new team members as and when required
• Operational management through managing staffing / workflow issues and resolving them quickly
• Provide feedback and coaching to develop and enhance your team
• Undertake periodic checks to ensure cases meet and exceed agreed standards
• Identify areas and processes which can be improved
• Act as a go-to person for complex queries where appropriate
• Ensure your team and business are always ahead of regulatory changes

This is an excellent position for an individual looking to be within a management role within paraplanning.

Paraplanning Manager Requirements

You must have excellent knowledge and experience of paraplanning duties including thorough research and report wr...