At a Glance
- Tasks: Lead and develop the paraplanning team while ensuring high-quality support for financial advisers.
- Company: A respected wealth and advisory firm with a strong reputation.
- Benefits: Hybrid working, 27 days leave, and a generous pension contribution.
- Other info: Opportunity to mentor and enhance processes in a dynamic environment.
- Why this job: Step into a leadership role and make a real impact in a growing team.
- Qualifications: Experience in paraplanning and strong leadership skills required.
The predicted salary is between 60000 - 80000 £ per year.
Paraplanning Manager Our client, a leading wealth and advisory firm, is seeking an experienced Paraplanning Manager to join their growing team.
This is an excellent opportunity for a senior paraplanning professional looking to take on a leadership role within a highly regarded and well-established business.
As Paraplanning Manager, you will lead and develop the firm's paraplanning function, providing technical oversight, mentoring team members, and ensuring the delivery of high-quality support to financial advisers.
You'll play a key role in maintaining standards, improving processes, and contributing to the continued success of the business.
Key responsibilities: Managing and developing the paraplanning team Providing technical guidance and quality assurance across client recommendations and reports Supporting advisers with complex financial planning cases Reviewing and enhancing paraplanning processes and workflows Ensuring compliance with regulatory and internal standards What's on offer: Leadership role within a respected and established wealth management firm Opportunity to manage and mentor a team of paraplanners Hybrid working arrangement, including 2 days working from home 27 days annual leave plus bank holidays 9% employer pension contribution Suppo...
Paraplanning Manager in Derby employer: Haydn Fine Recruitment
Join a leading wealth and advisory firm that values its employees and fosters a collaborative work culture. As a Paraplanning Manager, you'll benefit from a leadership role with opportunities for professional growth, a hybrid working arrangement, and generous leave policies, all while contributing to the success of a well-established business dedicated to excellence in financial planning.
