- Lead, coach and develop Paraplanning and ADSU colleagues
- Manage performance, wellbeing, development and recruitment activity
- Foster a collaborative, high-performing team culture
- Oversee workflow, capacity and service levels across both teams
- Act as a key contact for Advisers and Financial Planning Executives
- Use MI and data to monitor performance and drive improvements
- Maintain a reduced caseload alongside management responsibilities
- Support report writing, advice delivery, quality reviews and complex cases
- Ensure accurate records and effective use of Curo
- Promote high standards of quality, compliance and client service
- Drive process, technology and operational improvements
- Build strong relationships across Advice Delivery and the wider business
Requirements
- Strong Paraplanning experience with high-quality report-writing skills
- CII Diploma in Financial Planning (minimum)
- Experience leading, coaching or mentoring others
- Excellent communication, stakeholder management and organisational skills
- Strong technical knowledge of pensions, investments and regulation
- Ability to manage competing priorities while maintaining service standards
- Adaptable, accountable and committed to continuous improvement
- Previous people-management experience (desirable)
- Advanced Diploma, Chartered status or working towards it (desirable)
- Experience managing hybrid or multi-site teams (desirable)
- Knowledge of workflow systems, MI and Curo (desirable)
- Experience supporting operational change and process improvement initiatives (desirable)
Demonstrates strong Paraplanning expertise with high-quality report-writing skills, alongside effective leadership in coaching and developing teams. Proficient in managing performance, driving operational improvements, and ensuring compliance within financial planning.
Highest-signal resume keywords
- Strong Paraplanning Experience
- CII Diploma In Financial Planning
- Leadership And Coaching Skills
- Technical Knowledge Of Pensions And Investments
- Experience With Workflow Systems And MI
Hard Skills
- Report Writing
- Performance Management
- Operational Improvement
- Client Service Standards
- Compliance Knowledge
Soft Skills
- Excellent Communication
- Stakeholder Management
- Organisational Skills
- Adaptability
- Accountability
Certifications & Qualifications
- CII Diploma In Financial Planning
- Advanced Diploma
- Chartered Status
Industry Keywords
- Financial Planning
- Pensions
- Investments
- Regulation
- Process Improvement
Tools & Technologies
- Curo
- Workflow Systems
- MI
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Paraplanner Manager employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
