Wealthlink Recruitment
Paraplanning manager
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Location: Bromsgrove, Worcestershire Salary: £55,000 – £70,000 DOE Working Pattern: Hybrid
About the role
An exciting opportunity has arisen for an experienced Paraplanner Manager to join a successful financial planning team based in Bromsgrove.
The successful candidate will take responsibility for managing and developing a team of approximately 10 Paraplanners, ensuring the delivery of accurate, compliant and high-quality financial planning research and reports within agreed service levels.
This is a hands-on management role, combining team leadership and development with technical paraplanning expertise. You will act as a key point of contact for the team, supporting with complex queries, coaching and training, whilst also contributing to wider projects and continuous improvement initiatives.
Key responsibilities
- Lead, manage, motivate and develop a team of approximately 10 Paraplanners.
- Recruit and support the development of a high-calibre paraplanning team.
- Provide effective day-to-day operational management, addressing staffing, workflow and resource requirements.
- Hold regular one-to-one meetings and contribute to wider team meetings.
- Identify individual and team training requirements and ensure appropriate development is delivered.
- Provide regular feedback, coaching and mentoring to enhance performance and service quality.
- Carry out regular quality checks on financial planning reports, turnaround times and adherence to established processes.
- Work closely with the wider paraplanning management team to ensure a consistent and effective service.
- Ensure the team operates in line with FCA regulations, company policies, procedures and standard operating procedures.
- Monitor workflow and ensure agreed SLAs and key performance indicators are consistently achieved.
- Produce and review management information relating to team performance and workflow.
- Identify opportunities for process improvements and contribute to the implementation of more efficient ways of working.
- Provide technical support and guidance to the team, including assistance with tax and other complex financial calculations.
- Research and review new and existing legislation, products and technical information.
- Maintain strong communication with Financial Advisers, providing regular case updates and escalating issues where appropriate.
- Ensure client and provider information is accurately maintained on relevant back-office systems.
- Support the team in maintaining high standards of professional and technical knowledge.
- Participate in wider business and team projects, ensuring agreed deadlines are met.
- Support the introduction and delivery of training for new team members.
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Experience, knowledge and qualifications
- Diploma in Financial Planning or equivalent, as a minimum requirement.
- Strong experience within a paraplanning environment, ideally within an IFA or financial planning business.
- Proven experience of managing, coaching and developing a team of Paraplanners.
- Strong knowledge and understanding of personal financial planning.
- Experience producing high-quality financial planning research and suitability reports.
- Good understanding of FCA regulations, compliance requirements and financial planning processes.
- Strong numerical and analytical skills, with excellent attention to detail.
- Experience dealing with complex calculations and technical financial planning matters.
- Good working knowledge of Microsoft Office applications.
- Commitment to maintaining technical knowledge and ongoing professional development.
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Key competencies
- Excellent written and verbal communication skills.
- Strong report-writing and technical writing ability.
- Proven leadership, coaching and mentoring skills.
- Highly organised, accurate and able to manage competing priorities and deadlines.
- Confident in building effective relationships with Advisers, clients, colleagues and other stakeholders.
- A proactive approach to identifying and resolving problems.
- Strong commercial and operational awareness.
- Ability to motivate and develop a team while maintaining high standards of quality and compliance.
- A solutions-focused mindset, with the ability to identify and implement process improvements.
- Professional, approachable and confident in acting as a key point of support for the wider paraplanning function.
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