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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 MediCash.
- 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 available with opportunities for career development and team celebrations.
The predicted salary is between 36000 - 60000 £ per year.
- Location: Bromsgrove, Worcestershire, United Kingdom
- Salary: Competitive Salary and Benefits
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.
The role
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
- Demonstrable experience managing, training and mentoring a team effectively
- Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning report
- 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 and 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.
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Paraplanning Manager employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. 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 relevant to paraplanning. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards within the team.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who have experience in paraplanning. Engaging with others can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your leadership style and how you would manage a team effectively. Think about examples from your past experiences where you've successfully led a team or improved processes.
✨Tip Number 4
Showcase your ability to provide constructive feedback and support training initiatives. Be ready to share specific instances where you've helped colleagues develop their skills or improve their performance.
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 qualifications, such as the Diploma in Financial Planning, and any specific achievements that demonstrate your ability to manage a team effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your leadership skills. Mention how your previous experience aligns with the responsibilities of the Paraplanning Manager role and how you can contribute to the team's success at AFH.
Highlight Team Management Experience: In your application, be sure to detail any previous experience managing teams or projects. Discuss how you've identified training needs, improved processes, or maintained quality standards in past roles, as these are key aspects of the job.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A high level of accuracy and attention to detail is crucial in this role, so ensure your application reflects that standard.
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 Planning Knowledge
Make sure to brush up on your financial planning knowledge, especially regarding FCA regulations and best practices. Be ready to discuss specific financial planning scenarios and how you would approach them, showcasing your expertise in constructing research and reports.
✨Prepare for Workflow Management Questions
Expect questions about how you manage team workflows and ensure adherence to SLAs. Think of examples where you've effectively managed deadlines and escalated issues when necessary, demonstrating your ability to keep the team on track.
✨Emphasise Attention to Detail
Given the importance of accuracy in financial reports, be prepared to discuss how you ensure quality control within your team. Share specific strategies you use to maintain high standards and how you provide constructive feedback to improve performance.
