+ Excellent Benefits & Bonus Are you ready to elevate your career? Our client, a highly respected Chartered Wealth Management firm, is seeking an experienced Paraplanning Manager to join their Senior Management Team. Over the last decade, this firm has achieved significant growth, tripling in size through client referrals, organic expansion, and a commitment to staff development. Their approach is centered on providing holistic financial planning services to a high-net-worth client base, offering complex and rewarding cases to work on. This role is a pure management position, requiring both technical proficiency and strong leadership skills. You will be responsible for leading a dynamic team of paraplanners, ranging from those recently stepping into their first paraplanning roles to seasoned Chartered Paraplanners and hybrid professionals transitioning into advisory positions. Your remit will include managing recruitment, conducting appraisals and performance reviews, organising training programs, and developing personalised progression plans to support each team member’s career journey. The role also provides significant autonomy to review and enhance current systems, processes, and procedures. You will have the opportunity to implement changes that reduce administrative time while improving both client and adviser experiences. As a key figure in the Senior Management Team, you will actively contribute to monthly business revi…
Contact Detail:
Financial Divisions Recruiting Team