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- Tasks: Lead and manage a dynamic paraplanning team, ensuring timely and accurate financial reports.
- Company: Join AFH Wealth Management, a top independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive holidays, bonuses, and health perks like cashback on wellness initiatives.
- Why this job: Be part of a supportive culture focused on professional growth and impactful financial planning.
- Qualifications: Must have a Diploma in Financial Planning and experience in personal financial planning.
- Other info: Hybrid working options available, plus fun social events like Christmas and Summer parties.
The predicted salary is between 36000 - 60000 £ per year.
Wapiti Bromsgrove, England, United Kingdom
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Wapiti Bromsgrove, England, United Kingdom
4 days ago Be among the first 25 applicants
Join to apply for the Paraplanning Manager role at Wapiti
- AFH Wealth Management is proud to be one of the UK\’s leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you\’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, a competitive salary, and a range of benefits.
Purpose
To oversee and line manage the paraplanning team to ensure timely, efficient, and accurate research and financial planning reports are completed for AFH advisers. Act as a ‘go-to\’ for questions and queries across the team, lead support for training new employees, and take on additional responsibilities such as projects outside the usual client work.
As Our Paraplanning Manager, You Will Be Responsible For
- Developing and managing a high-calibre team of paraplanners, identifying any training needs within the team or for specific team members
- Managing team workflow requirements effectively, ensuring the team adheres to SLAs and key performance metrics, and escalating any issues if necessary. Holding regular meetings with individuals, whilst also contributing and assisting in the running of wider team meetings
- Maintaining regular checks on the quality of the reports, turnaround times, and adherence to processes. Providing feedback and coaching to support the team to further improve our service delivery
- Ensuring the paraplanning team adheres to all standard operating procedures in line with FCA regulations
- Being involved in team projects and adhering to set deadlines
- Looking out for areas in which team processes can be improved
What we are looking for in our ideal Paraplanning Manager:
- Diploma in Financial Planning as a minimum qualification requirement
- Demonstration of knowledge, interest, and experience in personal financial planning and in the construction of financial planning research and reports
- Experience in an IFA environment, demonstrating quality communication of constructive feedback
- A high level of accuracy and attention to detail in written/numerical skills
- Good working knowledge of Microsoft Office applications
Benefits And Perks At AFH
- Flexible working & holidays – Enjoy flexible working and a competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- Social perks – To recognise and celebrate employees\’ great work, we are all invited to our annual Christmas and Summer parties.
- Pension – We offer a contributory pension scheme with Royal London, as well as death-in-service benefit.
- Bonus scheme – All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year\’s service.
- Health and wellbeing – The MediCash app provides cashback on a wide range of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional development – We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Shopping discounts – Our employees can access discounts or cashback on purchases from many retailers, including high street clothing stores and supermarkets, as well as free online training courses.
Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.
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Paraplanning Manager employer: Wapiti
Contact Detail:
Wapiti Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Manager
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in paraplanning.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work in paraplanning. Attend industry events or join relevant online forums to gain insights and make connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in managing teams and improving processes. Be ready to share specific examples of how you've successfully led a team or implemented changes that enhanced efficiency in previous roles.
✨Tip Number 4
Research AFH Wealth Management thoroughly. Understand their values, culture, and recent developments in the company. Tailoring your conversation to align with their mission can set you apart from other candidates.
We think you need these skills to ace Paraplanning Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your leadership skills and any previous management roles, as well as your attention to detail and accuracy in report writing.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to lead a team. Mention specific examples of how you've improved processes or trained team members in the past.
Highlight Relevant Qualifications: Clearly state your Diploma in Financial Planning and any other relevant qualifications. If you have additional certifications or training, be sure to include those as well to demonstrate your commitment to professional development.
Showcase Communication Skills: Since the role requires effective communication and feedback, provide examples in your application of how you've successfully communicated with team members or clients in previous roles. This could include mentoring experiences or leading team meetings.
How to prepare for a job interview at Wapiti
✨Showcase Your Leadership Skills
As a Paraplanning Manager, you'll be overseeing a team. Be prepared to discuss your leadership style and provide examples of how you've successfully managed teams in the past. Highlight any experience you have in training or mentoring others.
✨Demonstrate Your Technical Knowledge
Make sure you brush up on your financial planning knowledge, especially regarding FCA regulations and standard operating procedures. Be ready to discuss specific financial planning reports you've worked on and how you ensure accuracy and compliance.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle workflow management. Think of scenarios where you've had to improve processes or manage tight deadlines, and be ready to explain your approach.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the company and the role. Inquire about the team's current challenges or how success is measured in the paraplanning department. This demonstrates your proactive attitude and genuine interest in contributing to their success.
