At a Glance
- Tasks: Lead a team in providing top-notch financial planning support.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm in the UK.
- Benefits: Enjoy hybrid working options and a range of corporate perks.
- Other info: This is a full-time, permanent role with exciting career advancement opportunities.
- Why this job: Be part of a dynamic team that values your growth and success.
- Qualifications: Seeking motivated individuals with a passion for finance and leadership skills.
The predicted salary is between 36000 - 60000 £ per year.
- Location: Bromsgrove, Worcestershire, United Kingdom
- Salary: Competitive Salary and Benefits
Paraplanning Manager
Location: Bromsgrove Head Office
Working model: Office Based with Hyrbid Working
Contract type: Permanent
Hours: Full-time
This is a fantastic opportunity to join our team at AFH Wealth Management.
AFH Wealth Management is oneof the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client‑centric approach.
We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is afull‑time, permanent opportunityand in return, you will receive a competitive salary andrange 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.
#J-18808-Ljbffr
Paraplanning Manager employer: AFH Wealth Management
AFH Wealth Management is an exceptional employer that prioritises employee growth and well-being, offering a dynamic work culture where integration managers can thrive. With flexible working arrangements, competitive benefits, and a strong commitment to professional development, employees are empowered to reach their full potential while enjoying a supportive environment. Located in the UK, AFH fosters a collaborative atmosphere that celebrates achievements through social events and recognises hard work with a discretionary bonus scheme.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Manager
✨Tip Number 1
Research AFH Wealth Management thoroughly. Understand their values, mission, and the specific services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest in the company during interviews.
✨Tip Number 2
Network with current or former employees of AFH Wealth Management. Use platforms like LinkedIn to connect and ask about their experiences. This can provide you with insider information and potentially a referral, which can significantly boost your chances.
✨Tip Number 3
Prepare for common interview questions specific to paraplanning and wealth management. Be ready to discuss your experience with financial planning tools and your approach to client management, as these are crucial for the role.
✨Tip Number 4
Showcase your soft skills during the interview. As a Paraplanning Manager, you'll need strong communication and leadership abilities. Prepare examples that highlight how you've successfully led teams or communicated complex financial concepts to clients.
We think you need these skills to ace Paraplanning Manager
Some tips for your application 🫡
Understand the Role:Take the time to thoroughly read the job description for the Paraplanning Manager position at AFH Wealth Management. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience:In your CV and cover letter, emphasise your experience in financial advisory and wealth management. Use specific examples that demonstrate your ability to succeed in a managerial role within this sector.
Craft a Compelling Cover Letter:Write a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you want to work at AFH Wealth Management and how your values align with theirs.
Proofread Your Application:Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-structured and professional.
How to prepare for a job interview at AFH Wealth Management
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanning Manager does. Familiarise yourself with the key responsibilities and skills required for the role, as this will help you articulate your fit during the interview.
✨Showcase Your Experience
Prepare to discuss your previous experience in paraplanning or financial advisory roles. Highlight specific examples where you've successfully managed projects or led teams, as this will demonstrate your capability to handle the responsibilities of the position.
✨Research AFH Wealth Management
Take some time to learn about AFH Wealth Management's values, culture, and recent developments. This knowledge will not only help you tailor your answers but also show your genuine interest in the company.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of the interview. This could include inquiries about team dynamics, company growth, or the tools and technologies used in their paraplanning processes. It shows you're engaged and keen to learn more.
