At a Glance
- Tasks: Lead a paraplanning team while diving into technical analysis and client support.
- Company: Join a thriving independent wealth management firm in Chipping Norton.
- Benefits: Enjoy a competitive salary, generous holiday, and a personal training budget.
- Other info: Flexible hybrid role with excellent career growth opportunities.
- Why this job: Make a real impact in financial planning while developing your leadership skills.
- Qualifications: 5+ years of paraplanning experience and strong management skills required.
The predicted salary is between 40500 - 49500 £ per year.
An exciting opportunity has arisen for an experienced Paraplanning Manager / Paraplanner to join a successful and growing independent wealth management and financial planning business. This is a hybrid position combining hands-on technical paraplanning with responsibility for managing a small paraplanning team. You will play an important role in supporting Financial Planners and the wider business, while also contributing to operational improvements, quality assurance and business strategy. Based in Chipping Norton, this is an excellent opportunity for an experienced Diploma-qualified Paraplanner who is looking to take on greater management responsibility while remaining involved in technical paraplanning.
Key Responsibilities
- Analyse client circumstances, objectives, requirements and risk profiles.
- Research and analyse clients' existing financial arrangements.
- Analyse clients' Capital Gains Tax (CGT) positions and other relevant tax considerations.
- Research financial products, investments and appropriate solutions.
- Prepare and write recommendation letters, suitability reports and other client documentation.
- Assist with client reviews, including attending client meetings where required.
- Deal with technical queries from clients and internal colleagues.
- Work with other team members to ensure client records are accurate and kept up to date.
- Keep up to date with changes across relevant financial planning, investment, pension and regulatory areas.
- Provide technical support to Financial Planners and other members of the team.
Management & Leadership
- Line manage members of the paraplanning team, including regular 1-to-1s, appraisals and performance management.
- Allocate workflow and manage workloads across the paraplanning team.
- Provide day-to-day technical and operational support to paraplanners.
- Chair paraplanning team meetings and ensure actions are followed through.
- Attend weekly Operations Meetings and take responsibility for actions relating to the paraplanning team.
- Work closely with Compliance, Financial Planners and Operations to resolve technical, regulatory and process queries.
- Carry out quality assurance reviews and audits across the paraplanning team.
- Work with senior management to support the development and delivery of business plans and operational improvements.
- Contribute to the ongoing development, efficiency and effectiveness of the paraplanning function.
Key Requirements
- Minimum of 5 years' paraplanning experience.
- Diploma qualified or equivalent.
- Previous experience managing or supervising a paraplanning team.
- Strong knowledge of investments, pensions and financial services regulation.
- Excellent technical paraplanning and report-writing skills.
- Strong interpersonal and relationship-building skills.
- Excellent written and verbal communication skills.
- Strong numeracy and analytical skills, including the ability to work with complex figures and financial information.
- Good research and problem-solving skills.
- Strong IT and computer skills.
- Highly organised, accurate and detail-oriented.
- Ability to prioritise and manage multiple tasks and deadlines effectively.
- Self-motivated, adaptable and able to work collaboratively as part of a team.
- A strong commitment to delivering excellent client service.
Salary & Benefits
- Salary: Dependent on experience
- Pension: 5% employer contribution, with salary sacrifice available
- Holiday: 32 days plus Bank Holidays and Christmas week
- Volunteer Day: One paid volunteer day per year
- Training Budget: £2,000 individual training budget per year, with 10% available for personal training
- Death in Service: 4x basic salary, subject to a £150,000 salary cap
- Income Protection: Up to 75% of basic salary, subject to a £100,000 salary cap
- Working Hours: 35 hours per week
- Probation: 6 months
Benefits and salary will be adjusted on a pro-rata basis where applicable for part-time employees.
If you feel this could be the right opportunity for you and you have the experience and technical expertise we’re looking for, we’d love to hear from you. Please get in touch today to find out more and discuss the role in confidence.
Paraplanner Manager in Chipping Norton employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner Manager in Chipping Norton
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Artemis Recruitment Consultants Ltd Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Artemis Recruitment Consultants Ltd Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner Manager in Chipping Norton
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Artemis Recruitment Consultants Ltd Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Artemis Recruitment Consultants Ltd Careers how you can be a team player!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Artemis Recruitment Consultants Ltd Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Artemis Recruitment Consultants Ltd Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
