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- Tasks: Lead and manage a team of paraplanners, ensuring timely and accurate financial reports.
- Company: AFH Wealth Management is a top independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive holidays, bonuses, and health perks.
- Why this job: Join a supportive culture focused on professional growth and impactful financial planning.
- Qualifications: Must have a Diploma in Financial Planning and experience in an IFA environment.
- Other info: Hybrid working options available with opportunities for personal development.
The predicted salary is between 36000 - 60000 £ per year.
Remote Paraplanning Manager
AFH financial group Bromsgrove, United Kingdom Apply now Posted 16 days ago Permanent Competitive
Remote Paraplanning Manager
AFH financial group Bromsgrove, United Kingdom Apply now
Paraplanning Manager
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, and a competitive salary and 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 as well as taking 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. And, 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 the FCA regulations that apply.
- 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 financial planning reports.
- Experience in an IFA environment, demonstrating quality communications 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 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 & wellbeing – The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection 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 choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to 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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Remote Paraplanning Manager employer: AFH Financial Group
Contact Detail:
AFH Financial Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanning Manager
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and compliance standards relevant to paraplanning. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high professional standards.
✨Tip Number 2
Network with current or former employees of AFH Wealth Management on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed teams or projects in the past. Highlighting your leadership skills and ability to improve processes will resonate well with the hiring team.
✨Tip Number 4
Stay updated on trends in financial planning and paraplanning. Being able to discuss recent developments or tools in the industry during your conversations can set you apart as a knowledgeable candidate.
We think you need these skills to ace Remote Paraplanning Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your qualifications, such as the Diploma in Financial Planning, and any previous roles in an IFA environment.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for financial planning and your leadership skills. Mention specific examples of how you've managed teams or improved processes in previous roles.
Highlight Key Skills: In your application, focus on your attention to detail, communication skills, and proficiency with Microsoft Office applications. These are crucial for the Paraplanning Manager role.
Showcase Continuous Learning: Mention any professional development courses or training you've undertaken related to financial planning. This demonstrates your commitment to growth and aligns with AFH's values of professional development.
How to prepare for a job interview at AFH Financial Group
✨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 Financial Knowledge
Make sure to brush up on your financial planning knowledge. Be ready to discuss specific financial planning concepts and how they apply to the role. This will show that you are not only qualified but also passionate about the field.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Think of scenarios where you had to manage workflow, adhere to SLAs, or improve processes, and be ready to explain your thought process and outcomes.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask questions that demonstrate your interest in the company and the role. Inquire about the team's current challenges or how success is measured in the paraplanning department.
