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.

RoleTo 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.

Responsibilities

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

Qualifications

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

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.

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.

Seniority level

Mid‐Senior level

Employment type

Full‐time

Job function

Finance and Sales

Industries

Banking

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