Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead and inspire a paraplanning team while managing daily operations.
- Company: Join a growing financial services firm that prioritises its people.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth.
- Why this job: Make a real impact by fostering team engagement and delivering strong client outcomes.
- Qualifications: Must have five years' experience in financial services and people management skills.
- Other info: This is an interim role, perfect for those seeking a dynamic challenge.
The predicted salary is between 43200 - 72000 £ per year.
HW Interim Solutions are working with a growing financial services firm that’s looking for a people-first Paraplanning Manager to lead and inspire their talented team, initially on an interim basis.
In this role, you’ll take ownership of the day-to-day management of the paraplanning team, ensuring workloads are balanced, performance stays on track, and individuals are supported to do their best work. You’ll be working closely with the Head of Paraplanning CoE, Financial Planners, and Client Executives to make sure client outcomes are strong, consistent, and delivered efficiently. It’s a hands-on role with a clear focus on team engagement, performance, and professional growth.
You’ll regularly check in with your team members to set goals, review progress and support their development. You’ll also use reporting and management information to make informed decisions that help drive performance and meet key service standards. You’ll help create a positive team culture where people feel valued, informed, and motivated.
You’ll already have people management experience and a natural ability to motivate and develop others. You’ll be collaborative, approachable, and able to manage competing priorities calmly and professionally. With at least five years’ experience in financial services.
Interim Paraplanning Manager employer: HW Interim Solutions
Contact Detail:
HW Interim Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Interim Paraplanning Manager
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience in paraplanning. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends and challenges in paraplanning and financial services. Being knowledgeable about current issues will help you engage in meaningful conversations during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Think of specific examples where you've motivated team members or improved performance, as this will be crucial for the role.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your discussions to reflect how your personal values align with theirs, showing that you're not just a fit for the role but also for the company culture.
We think you need these skills to ace Interim Paraplanning Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services and people management. Emphasise any previous roles where you led a team or improved performance, as this is crucial for the Paraplanning Manager position.
Craft a Compelling Cover Letter: In your cover letter, express your passion for team engagement and professional growth. Share specific examples of how you've motivated teams in the past and how you plan to create a positive culture in this new role.
Highlight Relevant Skills: Focus on skills that align with the job description, such as performance management, decision-making based on reporting, and your ability to handle competing priorities. Use concrete examples to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in a managerial role.
How to prepare for a job interview at HW Interim Solutions
✨Showcase Your Leadership Skills
As a Paraplanning Manager, you'll need to demonstrate your ability to lead and inspire a team. Prepare examples from your past experiences where you've successfully managed a team, balanced workloads, and supported individual development.
✨Understand the Financial Services Landscape
Make sure you have a solid understanding of the financial services industry and the specific challenges it faces. This knowledge will help you discuss how you can contribute to strong client outcomes and efficient service delivery.
✨Emphasise Team Engagement
Since this role focuses on creating a positive team culture, be ready to discuss strategies you've used in the past to engage and motivate your team. Highlight any initiatives you've implemented that fostered collaboration and professional growth.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle competing priorities. Think of scenarios where you've had to make tough decisions or manage conflicts within a team, and be prepared to share those experiences.
