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- Tasks: Lead and develop a team of Paraplanners while ensuring quality and compliance.
- Company: Join a leading financial planning firm with a strong regional presence.
- Benefits: Enjoy a competitive salary, hybrid work options, and a supportive workplace culture.
- Why this job: Perfect for those looking to advance their career in a dynamic and client-focused environment.
- Qualifications: Must have paraplanning experience and ideally a diploma, with strong communication skills.
- Other info: Opportunity to register your CV for future roles if this isn't the right fit.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning firm with regional offices is recruiting for a Paraplanner manager or team lead to work on a hybrid basis from one of their offices. This would be an excellent move for a senior or technical paraplanner to take the next step in their career and manage a successful close-knit team, or an experienced manager to slot into the role. We are looking for professionals who are ideally minimum diploma qualified, having worked supporting advisers, and ultimately clients in the advice-giving process. This is a great opportunity to develop existing and new skills, as well as expand your knowledge and experience.
Responsibilities:
- Recruit, manage, train and develop high calibre Paraplanners
- Train, mentor and monitor new and existing employees
- Supporting, developing and mentoring candidates
- First line checks on quality of reports, turnaround times and adherence to processes
- Working alongside the management team in practice-based activities
- Carrying out work in line with internal and external FCA regulations and procedures that apply to the conduct of the business
To be considered you must have previous experience working as a paraplanner ideally with diploma working towards chartered - but experience is key. You’ll be driven, have strong IT, good written and verbal communication skills and feel confident in guiding a team.
An excellent opportunity for the right candidate, please do not hesitate to get in touch by clicking apply to note your interest. A competitive basic salary and development pathway is available for the successful applicant, along with an autonomous and mature workplace that puts their client needs first.
If this role isn’t quite what you are looking for, register your CV at Eden Scott and be the first to hear about our latest opportunities by signing up for our job alerts. Eden Scott is a specialist within Financial Services recruitment, including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Paraplanner Manager employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Manager
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or webinars where you can meet potential colleagues or mentors who can provide insights into the role of a Paraplanner Manager.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and procedures. Being well-versed in compliance will not only boost your confidence but also demonstrate your commitment to maintaining high standards in the role.
✨Tip Number 3
Showcase your leadership skills by discussing any previous experience in managing teams or projects. Highlight how you've successfully trained or mentored others, as this is crucial for the Paraplanner Manager position.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailor your approach to align with their ethos, demonstrating that you are not just a fit for the role, but also for the team.
We think you need these skills to ace Paraplanner Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a paraplanner or manager. Focus on your achievements in training, mentoring, and managing teams, as well as your qualifications and any progress towards chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your leadership skills. Mention specific examples of how you've successfully managed teams or improved processes in previous roles.
Highlight Relevant Skills: Emphasise your strong IT skills and communication abilities in both your CV and cover letter. Provide examples of how these skills have helped you support advisers and clients effectively.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Eden Scott
✨Showcase Your Leadership Skills
As a Paraplanner Manager, you'll be expected to lead a team. Be prepared to discuss your previous management experiences and how you've successfully trained or mentored others. Highlight specific examples where your leadership made a difference.
✨Demonstrate Technical Knowledge
Since the role requires a strong understanding of financial planning, brush up on relevant regulations and best practices. Be ready to answer technical questions and explain how you would ensure compliance with FCA regulations in your team.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities and decision-making skills. Think about past challenges you've faced as a paraplanner and how you resolved them, especially in a team context.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and confidently, both in written and verbal formats. This will not only help you during the interview but also demonstrate your ability to guide and support your future team.
