Paraplanning Manager
other jobs CFP JOBS
Added before 7 Days
- England,South West,Bristol
- full-time
- £60,000 - £65,000 per annum, inc benefits, negotiable
Job Description:
Paraplanning Manager - Bristol/Birmingham Salary up to £65,000 plus excellent benefits package
Are you ready to lead a dynamic team and make a significant impact? Join our Paraplanning team and manage Paraplanners support across various Practices, delivering top-notch technical and report writing services to Advisers. As a Paraplanning Manager, you’ll also oversee several centralised Paraplanning and technical activities.
RESPONSIBILITIES:
* Recruit and Develop: Hire, manage, train, and develop high-calibre Paraplanners within budget and headcount levels to support multiple Advice practices.
* Onboarding: Train and monitor new employees to ensure their sign-off as competent within agreed timescales.
* Mentorship: Support, develop, and mentor candidates from the Paraplanning Subs Bench and trainee Paraplanners.
* Resource Management: Collaborate with other Paraplanning Managers to ensure sufficient resource and technical coverage for all types of report writing.
* Quality Assurance: Conduct first-line checks on the quality of reports, turnaround times, and adherence to processes.
* Executive Support: Assist the Managing Director in regional/Practice-based activities.
* Technical Support: Support the Technical Manager, Advice Services, in centralised technical and Paraplanning activities, such as maintaining the Paraplanning Procedures and Intranet.
* Risk Management: Act as the Paraplanning risk champion and oversee the Paraplanning RCSA.
* SMCR Delivery: Ensure compliance with all requirements under SMCR.
* Team Collaboration: Work closely with the Assistant Paraplanner team to ensure clear communication between Paraplanners and Assistant Paraplanners.
Why Join Us? * Growth Opportunities: Be part of a team that values continuous learning and professional development.
* Dynamic Environment: Work in a supportive and collaborative setting.
* Impactful Role: Make a real difference by leading and mentoring a high-performing team.
Apply now and be a part of our success story!
Are you ready to lead a dynamic team and make a significant impact? Join our Paraplanning team and manage Paraplanners support across various Practices, delivering top-notch technical and report writing services to Advisers. As a Paraplanning Manager, you’ll also oversee several centralised Paraplanning and technical activities.
RESPONSIBILITIES:
* Recruit and Develop: Hire, manage, train, and develop high-calibre Paraplanners within budget and headcount levels to support multiple Advice practices.
* Onboarding: Train and monitor new employees to ensure their sign-off as competent within agreed timescales.
* Mentorship: Support, develop, and mentor candidates from the Paraplanning Subs Bench and trainee Paraplanners.
* Resource Management: Collaborate with other Paraplanning Managers to ensure sufficient resource and technical coverage for all types of report writing.
* Quality Assurance: Conduct first-line checks on the quality of reports, turnaround times, and adherence to processes.
* Executive Support: Assist the Managing Director in regional/Practice-based activities.
* Technical Support: Support the Technical Manager, Advice Services, in centralised technical and Paraplanning activities, such as maintaining the Paraplanning Procedures and Intranet.
* Risk Management: Act as the Paraplanning risk champion and oversee the Paraplanning RCSA.
* SMCR Delivery: Ensure compliance with all requirements under SMCR.
* Team Collaboration: Work closely with the Assistant Paraplanner team to ensure clear communication between Paraplanners and Assistant Paraplanners.
Why Join Us? * Growth Opportunities: Be part of a team that values continuous learning and professional development.
* Dynamic Environment: Work in a supportive and collaborative setting.
* Impactful Role: Make a real difference by leading and mentoring a high-performing team.
Apply now and be a part of our success story!
Job number 1804835
metapel
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