Paraplanning Manager in Manchester

As Paraplanning Manager, you will have experience and competency dealing with complex Paraplanning work and oversee and supervise a small team of Paraplanners and Trainee Paraplanners.

Key duties:

• An important element of the role is as a Paraplanner, but on a reduced scale/reduced workload. This is to ensure you keep up to date with products, product providers and knowledge.
• Be first point of contact for service issues, complaints or difficult situations that may present themselves within the team.
• In conjunction with Induction Training Plan and Technical Manager, oversee training of new joiners to the Team.
• Until new joiners to the Team become established Paraplanners with their own Adviser and Client Relationships, be point of contact for incoming work into the Team where needed.
• Hold regular monthly meetings with the Team, in order to discuss workloads, team success, areas for improvement, new procedures and new provider updates etc.
• Hold regular 1:1 meetings with each individual team member and conduct annual appraisals each year.
• Oversee basic HR for the team, such as but not limited to, absence management, time management, performance management, and escalates to Technical Manager where further support is required.
• Ensure Team adhere to a clear desk policy and work is locked away for GDPR purposes.
• Measure quality of work completed by the Team for both new and existing clients on Triage, Suitability Reports and File Reviews.
• Measure quality of work produced in Suitability Reports and on Intelligent Office (IO) for accuracy and level of detail in connection with above (new and existing clients).
• Monitor record keeping on Papercloud, at a personal level and at team level.
• Produce MI/KPI information to Technical Manager on both the level of work coming into the Team and the level of work being produced by the Team.
• Individual Team Member KPI information produced on a regular basis to count towards team’s annual review process, in areas of quantity, and quality.
• Adhere to FCA regulations in accordance with our compliance procedures.
• Consumer Duty and TCF (Treating Customers Fairly) – pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement.

Experience, Knowledge and Qualifications:

• Minimum of 5 years’ experience at a Senior Paraplanner level.
• Diploma 4 qualified ideally Chartered Status or working towards desirable but not essential.
• Broad knowledge in all product areas.
• Experience of dealing with complex cases.
• Intermediate ICT skills including Word, Excel, and Outlook and be able to establish, maintain and update databases accurately.
• Good knowledge of Intelliflo.
• Experience of supervising a small team, desirable but not essential.

About the Company:

Pareto Financial Planning Limited, part of K3 Advisory Group, was founded in 2008 and is an award-winning firm of independent financial advisers (IFAs), renowned for providing comprehensive financial planning services.

Reward Package:

• Competitive Salary.
• 35 hours per week.
• Hybrid Working (3 days Office and 2 days at Home - full time employee).
• 25 days holiday plus Bank Holidays.
• 1 x holiday - Birthday holiday.
• Loyalty holidays with continued service.
• Christmas Closure (need to retain 3 days from allowance).
• Profit Sharing Scheme.
• Perks Benefit Scheme.
• Pension (auto-enrolment, then increasing dependent on length of service).
• Private Medical Insurance (after 12 months).
• Life Assurance.
• Long Term Service Awards.
• Fully funded company social events – summer and winter.
• Generous Study/Training Program.