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- Tasks: Lead and mentor a team of 5 Paraplanners, ensuring top-notch support for clients.
- Company: Join a dynamic financial services firm focused on delivering quality financial planning.
- Benefits: Enjoy a competitive salary, performance bonuses, and a hybrid work model with remote options.
- Why this job: This role offers leadership growth, impactful work, and a chance to shape client outcomes.
- Qualifications: 5+ years in paraplanning, with leadership experience and a Diploma in Financial Planning required.
- Other info: Ideal for those pursuing Chartered status; strong compliance focus is essential.
The predicted salary is between 42000 - 84000 £ per year.
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Team Leadership: Manage, mentor, and develop a team of 5 Paraplanners, ensuring the delivery of high-quality support to financial advisers and clients.
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Operational Oversight: Oversee the allocation of work across the paraplanning team, managing workloads to ensure deadlines are met and standards remain high.
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Financial Planning Support: Provide technical oversight and support to paraplanners in the development and implementation of financial plans for clients.
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Research and Analysis: Lead on the research and analysis of financial products, ensuring the team delivers accurate, up-to-date, and compliant information for client recommendations.
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Report Review: Review and approve financial planning reports to ensure clarity, accuracy, and compliance with industry regulations.
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Compliance and Quality Control: Act as the key liaison for regulatory compliance within the paraplanning function, ensuring the team adheres to all industry guidelines and standards.
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Stakeholder Engagement: Collaborate with financial advisers, clients, and internal stakeholders to ensure seamless service delivery and positive client outcomes.
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Experience: Minimum of 5 years’ experience as a Paraplanner within the financial services sector, with at least 2 years in a leadership, supervisory, or mentoring role.
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Qualifications: Diploma in Financial Planning is essential. Candidates who are working towards Chartered status will be at an advantage.
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Leadership Skills: Proven ability to lead, manage, and motivate a team, ensuring productivity and maintaining high standards of quality and compliance.
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Technical Knowledge: Strong technical knowledge of financial planning, investment products, pensions, and tax-efficient strategies. Proficiency with financial planning software is essential.
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Communication: Excellent communication skills, with the ability to engage and influence team members, advisers, and clients alike.
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Problem Solving: Ability to identify process improvements, resolve issues, and drive operational efficiencies.
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Compliance-Focused: Detailed understanding of regulatory compliance and a commitment to ensuring adherence within the paraplanning team.
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Competitive salary up to £70,000 per annum
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Performance-based bonus
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Comprehensive benefits package
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Hybrid working model with up to 2 days remote working
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Leadership development opportunities to support your career progression
Paraplanner Manager employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Manager
✨Tip Number 1
Showcase your leadership experience by preparing specific examples of how you've successfully managed and developed a team in the past. Highlight any mentoring or coaching moments that led to improved performance.
✨Tip Number 2
Familiarize yourself with the latest financial products and compliance regulations. Being able to discuss recent changes or trends in the industry during your conversations will demonstrate your commitment and expertise.
✨Tip Number 3
Prepare to discuss your problem-solving skills by thinking of specific instances where you identified process improvements or resolved issues within a paraplanning context. This will show your proactive approach to operational efficiencies.
✨Tip Number 4
Engage with current trends in financial planning software. If you have experience with specific tools, be ready to share how you've utilized them to enhance team productivity and client outcomes.
We think you need these skills to ace Paraplanner Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and any leadership roles you've held. Emphasize your technical knowledge of financial planning and compliance, as well as your ability to manage and mentor a team.
Craft a Compelling Cover Letter: In your cover letter, discuss your passion for financial planning and your approach to team leadership. Mention specific examples of how you've successfully managed workloads and ensured high standards in previous roles.
Showcase Your Technical Skills: Clearly outline your proficiency with financial planning software and your understanding of investment products, pensions, and tax-efficient strategies. This will demonstrate your capability to provide the necessary support to your team.
Highlight Compliance Knowledge: Since compliance is a key aspect of the role, make sure to detail your understanding of regulatory requirements and how you've ensured adherence within your previous teams. This will show that you are a strong candidate for maintaining industry standards.
How to prepare for a job interview at mbf.
✨Showcase Your Leadership Experience
Be prepared to discuss your previous leadership roles and how you've successfully managed and mentored teams. Highlight specific examples where you improved team performance or resolved conflicts.
✨Demonstrate Technical Knowledge
Make sure to brush up on your technical knowledge of financial planning, investment products, and compliance regulations. Be ready to answer questions that test your understanding of these areas.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle operational challenges. Think of examples from your past experience where you identified process improvements or resolved issues effectively.
✨Engage with Stakeholders
Discuss your experience in collaborating with financial advisers and clients. Share how you ensure seamless service delivery and positive outcomes, emphasizing your communication skills and stakeholder engagement strategies.
