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- Tasks: Lead and manage a team of Paraplanners, ensuring high-quality report writing and technical support.
- Company: Join a leading National Wealth Management Firm with a strong presence in Glasgow and Edinburgh.
- Benefits: Enjoy an attractive salary, flexible benefits, and hybrid working options.
- Why this job: Be part of a dynamic team that values mentorship and professional development in a supportive culture.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning and previous Paraplanning experience.
- Other info: IDEX is committed to diversity, equity, and inclusion in the workplace.
The predicted salary is between 36000 - 60000 £ per year.
A very exciting position has just arisen at this National Wealth Management Firm with a large base in Glasgow and Edinburgh.
Management of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers.
In this role, you will also be responsible for a number of centralised Paraplanning or technical activities., * Recruit, manage, train and develop high calibre Paraplanners within budget and headcount levels, to support a number of Advice practices
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Train and monitor new employees and to ensure their sign off as competent within agreed timescales
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Supporting, developing and mentoring candidates from the Paraplanning Subs Bench and trainee Paraplanners
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Working with the other Paraplanning Managers, ensuring sufficient resource and technical coverage is available for all types of report writing
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First line checks on quality of reports, turnaround times and adherence to processes
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Supporting the Managing Director in any regional / Practice based activities
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Supporting the Technical Manager, Advice Services in centralised technical and Paraplanning activities such as maintaining the Paraplanning Procedures and Intranet
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Level 4 Diploma in Regulated Financial Planning (CII/LIBF)
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Previous experience in Paraplanning
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Ability to coach, mentor and develop staff
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Lead from the front
To be considered you must have previous experience within a financial services technical role. Experience as a Paraplanner Manager is be preferable.
In return our client are offering an attractive basic salary, flexible benefits package and hybrid working.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Paraplanner Manager employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Manager
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience in paraplanning. Attend industry events or join relevant online forums to connect with potential colleagues and mentors.
✨Tip Number 2
Familiarize yourself with the latest trends and best practices in paraplanning and report writing. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your leadership style and experiences in managing teams. Highlight specific examples where you've successfully trained or mentored others, as this is a key aspect of the Paraplanner Manager role.
✨Tip Number 4
Research the company culture and values of the National Wealth Management Firm. Understanding their approach to diversity, equity, and inclusion will help you align your responses 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 understand the responsibilities and requirements of the Paraplanner Manager position. Highlight your relevant experience in managing paraplanning support and technical report writing.
Tailor Your CV: Customize your CV to reflect your experience in financial services, particularly in paraplanning. Emphasize your leadership skills and any previous management roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples of how you have successfully trained and developed staff in the past.
Highlight Relevant Qualifications: Make sure to mention your Level 4 Diploma in Regulated Financial Planning and any other relevant qualifications. This will demonstrate your commitment to professional development in the financial services sector.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Leadership Skills
As a Paraplanner Manager, you'll need to demonstrate your ability to lead and develop a team. Be prepared to share specific examples of how you've successfully managed and mentored staff in the past.
✨Highlight Your Technical Expertise
Make sure to discuss your previous experience in financial services and any technical roles you've held. This will help establish your credibility and show that you have the necessary knowledge to support the team effectively.
✨Prepare for Quality Assurance Questions
Since quality checks on reports are part of the role, be ready to talk about your approach to ensuring high standards in report writing and turnaround times. Share any processes you've implemented to maintain quality.
✨Emphasize Your Commitment to Diversity and Inclusion
Given the company's focus on diversity, equity, and inclusion, it's important to express your alignment with these values. Discuss any initiatives you've been involved in that promote an inclusive workplace.
