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- Tasks: Lead and manage a diverse paraplanning team while overseeing daily operations.
- Company: Join a prestigious firm providing top-notch financial planning to high-net-worth clients.
- Benefits: Enjoy a competitive salary, hybrid work options, and full study support for professional growth.
- Why this job: This role offers autonomy, strategic influence, and a clear pathway to senior management.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and experience managing paraplanners.
- Other info: Ideal for those seeking career advancement in a dynamic and supportive environment.
The predicted salary is between 45000 - 105000 £ per year.
The firm offers comprehensive financial planning advice to high-net-worth clients, dealing with complex and engaging cases. Following the recent promotion of their current Paraplanning Manager into a strategic operational role, they are seeking an experienced Paraplanning Manager to join their Senior Management Team and take responsibility for overseeing the paraplanning function.
This role is focused on management, so you must be technically proficient and capable of managing a team with a wide range of experience levels, from those newly promoted to paraplanning roles, to highly experienced Chartered Paraplanners, and those transitioning into Adviser roles while retaining some paraplanning responsibilities.
You will be responsible for all aspects of staff management, including recruitment, performance appraisals, reviews, creating and running training courses, and establishing personal development plans for team members. The role also offers a high degree of autonomy, as you will be expected to evaluate existing systems, processes, and procedures, making recommendations to streamline operations, reduce administrative workload, and improve the client and adviser experience.
As this is a high-profile and strategically important role, you will work closely with the Senior Management Team, contributing to monthly business reviews and future planning sessions, and helping to shape the direction of the firm.
To be considered for this position, you will need to have at least a Level 4 Diploma in Financial Planning, with a preference for candidates who are working towards or have achieved Chartered status. Additionally, you must have a proven track record of successfully managing paraplanners across their day-to-day duties.
This is an excellent opportunity for an individual looking to advance their career within a Senior Management Team, with the potential for further progression into more senior roles in the future. The firm offers an attractive benefits package, full study support, and the possibility to work on a hybrid basis once you are fully familiar with their systems and processes.
Paraplanning Manager - Pathway to Senior Management - Central London - £75k + employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Manager - Pathway to Senior Management - Central London - £75k +
✨Tip Number 1
Make sure to highlight your experience in managing paraplanners and your ability to oversee a diverse team. This role requires strong leadership skills, so be prepared to discuss specific examples of how you've successfully managed teams in the past.
✨Tip Number 2
Familiarize yourself with the firm's existing systems and processes. Being able to suggest improvements or demonstrate an understanding of operational efficiency will show that you're proactive and ready to contribute from day one.
✨Tip Number 3
Prepare to discuss your approach to staff development and training. Since this role involves creating and running training courses, showcasing your experience in mentoring and developing team members will be crucial.
✨Tip Number 4
Network with professionals in the financial planning industry, especially those who have experience in paraplanning management. Building connections can provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace Paraplanning Manager - Pathway to Senior Management - Central London - £75k +
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in managing paraplanners and your technical proficiency in financial planning. Use specific examples that demonstrate your ability to oversee a diverse team and handle complex cases.
Showcase Leadership Skills: Since this role involves significant management responsibilities, highlight your leadership skills. Discuss your experience with recruitment, performance appraisals, and training development, showcasing how you've successfully guided team members at various levels.
Demonstrate Strategic Thinking: Illustrate your ability to evaluate and improve existing systems and processes. Provide examples of how you've streamlined operations or enhanced client experiences in previous roles, as this will align with the strategic nature of the position.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements mentioned in the job description. Use keywords from the listing to ensure your application resonates with the hiring team and demonstrates your fit for the role.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Management Experience
Be prepared to discuss your previous management roles in detail. Highlight specific examples of how you've successfully led a team, managed performance appraisals, and developed training programs for paraplanners at various experience levels.
✨Demonstrate Technical Proficiency
Since the role requires technical expertise, be ready to discuss your qualifications, particularly your Level 4 Diploma in Financial Planning. If you're working towards Chartered status, mention this and explain how it enhances your capability to lead the paraplanning function.
✨Prepare for Strategic Discussions
As this position involves contributing to business reviews and future planning, think about how you can add value to these discussions. Prepare insights on streamlining operations and improving client experiences based on your past experiences.
✨Express Your Vision for the Role
Articulate your vision for the paraplanning function and how you plan to support the Senior Management Team. Discuss your ideas for personal development plans and how you would approach recruitment to build a strong team.
