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- Tasks: Lead and inspire a talented paraplanning team while managing daily operations.
- Company: Join a growing financial services firm that prioritises its people.
- Benefits: Enjoy a supportive work culture with opportunities for professional growth.
- Why this job: Make a real impact by fostering team engagement and delivering strong client outcomes.
- Qualifications: Must have 5+ years in financial services and a Level 4 Diploma in Financial Planning.
- Other info: This is an interim role based in West Yorkshire for an initial 6 months.
The predicted salary is between 36000 - 60000 £ per year.
HW Interim Solutions are working with a growing financial services firm that’s looking for a people-first Paraplanning Manager to lead and inspire their talented team, initially on an interim basis.
In this role, you’ll take ownership of the day-to-day management of the paraplanning team, ensuring workloads are balanced, performance stays on track, and individuals are supported to do their best work. You’ll be working closely with the Head of Paraplanning CoE, Financial Planners, and Client Executives to make sure client outcomes are strong, consistent, and delivered efficiently.
It’s a hands-on role with a clear focus on team engagement, performance, and professional growth. You’ll regularly check in with your team members to set goals, review progress and support their development. You’ll also use reporting and management information to make informed decisions that help drive performance and meet key service standards.
You’ll help create a positive team culture where people feel valued, informed, and motivated. You’ll already have people management experience and a natural ability to motivate and develop others. You’ll be collaborative, approachable, and able to manage competing priorities calmly and professionally.
With at least five years’ experience in financial services, a Level 4 Diploma in Financial Planning, and a solid grasp of compliance and technical products, you’ll bring the expertise needed to support both the team and the wider business. This is offered on FTC basis of an initial 6 months. West Yorkshire.
Contact Detail:
HW Interim Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Interim Paraplanning Manager
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience in paraplanning. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends and challenges in paraplanning and financial services. Being knowledgeable about current issues will help you engage in meaningful conversations during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Think of specific examples where you've motivated team members or improved performance, as this will be crucial for the role.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your discussions to reflect how your personal values align with theirs, showing that you're not just a fit for the role but also for the company culture.
We think you need these skills to ace Interim Paraplanning Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your people management experience and your ability to motivate and develop others. Include specific examples of how you've led teams in the financial services sector.
Craft a Compelling Cover Letter: In your cover letter, emphasise your collaborative approach and how you manage competing priorities. Mention your Level 4 Diploma in Financial Planning and your understanding of compliance and technical products.
Showcase Relevant Experience: When detailing your work history, focus on your achievements in previous paraplanning roles. Use metrics where possible to demonstrate how you've improved team performance or client outcomes.
Prepare for Potential Questions: Think about how you would answer questions related to team engagement and performance management. Be ready to discuss specific strategies you've used to create a positive team culture.
How to prepare for a job interview at HW Interim Solutions
✨Showcase Your Leadership Skills
As a Paraplanning Manager, your ability to lead and inspire a team is crucial. Be prepared to share specific examples of how you've successfully managed teams in the past, focusing on how you motivated individuals and fostered a positive team culture.
✨Demonstrate Your Technical Knowledge
With a solid grasp of compliance and technical products being essential, ensure you can discuss relevant financial services knowledge confidently. Brush up on key regulations and products that are pertinent to the role, as this will show your expertise and readiness for the position.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle competing priorities. Think of scenarios where you've had to balance workloads or manage team performance under pressure, and be ready to explain your thought process and outcomes.
✨Emphasise Team Engagement Strategies
Since the role focuses on team engagement and professional growth, come prepared with ideas on how to support your team's development. Discuss methods you've used in the past to set goals, review progress, and create an environment where team members feel valued and motivated.
