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- Tasks: Lead and manage a team of Paraplanners to deliver top-notch financial planning services.
- Company: Join an award-winning Chartered Financial Planning Firm known for excellence in service.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team that values compliance, client satisfaction, and continuous improvement.
- Qualifications: Experience in financial planning and team management is essential.
- Other info: This role offers a chance to make a real impact in the financial planning industry.
The predicted salary is between 48000 - 72000 £ per year.
Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Paraplanner Manager to join their team in Perth. Role Overview: As a Paraplanner Manager , you will oversee and manage a team of Paraplanners to ensure the delivery of a high-quality, compliant, and efficient financial planning service. The role includes: Key Responsibilities: Team Management: Conduct 1:1s, appraisals, and performance management for Paraplanners. Oversee work-flow management and collaboration between Paraplanners, Advisers, and management. Serve as the main point of contact for technical queries and ensure the team’s ongoing training and development. Technical Support: Provide case/file checks and assist with suitability reports, compliance standards, and financial recommendations. Keep updated on FCA regulations and communicate relevant updates to the team. Client-Focused Activities: Participate in client meetings when necessary. Oversee portfolio reviews, prepare client recommendations, and manage portfolio adjustments and suitability assessments. Process Improvement: Collaborate with management to streamline work-flows, enhance processes, and ensure adherence to compliance contr…
Paraplanner Manager employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Manager
✨Tip Number 1
Familiarize yourself with the latest FCA regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high-quality financial planning services.
✨Tip Number 2
Highlight your experience in team management and performance appraisal during networking events or informal meetups. Building relationships with industry professionals can lead to valuable referrals and insights about the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved processes or workflows in previous roles. Being able to articulate your contributions to efficiency and compliance will set you apart from other candidates.
✨Tip Number 4
Engage with current employees of the firm on platforms like LinkedIn. Understanding their experiences and the company culture can provide you with insights that will be beneficial during the interview process.
We think you need these skills to ace Paraplanner Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner Manager position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experience.
Highlight Team Management Experience: In your CV and cover letter, emphasize your experience in team management, including conducting appraisals and performance management. Provide specific examples of how you've successfully led a team in the past.
Showcase Technical Knowledge: Demonstrate your understanding of financial planning, compliance standards, and FCA regulations. Mention any relevant qualifications or training that support your technical expertise in the field.
Personalize Your Application: Make sure to personalize your cover letter by addressing it to the hiring manager if possible. Express your enthusiasm for the role and the company, and explain why you would be a great fit for their team.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Leadership Skills
As a Paraplanner Manager, you'll be overseeing a team. Be prepared to discuss your leadership style and provide examples of how you've successfully managed teams in the past. Highlight any experience you have with conducting appraisals and performance management.
✨Demonstrate Technical Knowledge
Since the role involves providing technical support and ensuring compliance, brush up on FCA regulations and be ready to discuss how you stay updated on industry changes. Prepare to answer questions about case/file checks and suitability reports.
✨Emphasize Client-Focused Experience
The job requires participation in client meetings and managing portfolio adjustments. Share specific examples of how you've contributed to client satisfaction and how you approach client recommendations. This will show your understanding of the client-focused nature of the role.
✨Discuss Process Improvement Initiatives
Be ready to talk about any previous experiences where you've collaborated with management to enhance processes or streamline workflows. Providing concrete examples of how you've improved efficiency will demonstrate your proactive approach to the role.
