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For Companies At a Glance
- Tasks: Lead and develop a high-performing team of paraplanners while managing workflows and quality.
- Company: Join a dynamic and empowering organisation in Bromsgrove committed to excellence.
- Benefits: Enjoy hybrid working, competitive leave, bonuses, and discounts on services.
- Why this job: Make a real impact by mentoring others and improving service delivery.
- Qualifications: Diploma in Financial Planning and experience in team management required.
- Other info: Great opportunities for professional growth and a supportive work culture.
The predicted salary is between 36000 - 60000 £ per year.
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Paraplanning Manager on a full-time permanent basis.
Culture and Environment
Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do.
Personality
We are looking for an approachable and confident team leader who acts as a trusted point of contact for queries and support. You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.
Reward
- Hybrid working opportunities
- Contributory pension scheme
- Medical cash plan scheme
- Discounts on products and services
- Annual bonus
- Christmas party and summer events
- Additional holiday days for long service
- 25 days annual leave plus 8 bank holidays
- Buy and sell an extra 5 days of holiday
- Gifted birthday holiday day
- Secure parking
- Discounted gym access
- Discounted financial advice
Job Role
- Developing and managing a high calibre team of paraplanners, identifying any training needs within the team or for specific team members
- Managing team workflow requirements effectively, ensuring the team adheres to SLAs and key performance metrics, and escalating any issues if necessary
- Holding regular meetings with individuals, whilst also contributing and assisting in the running of wider team meetings
- Maintaining regular checks on the quality of the reports, turnaround times and adherence to processes
- Providing feedback and coaching to support the team to further improve our service delivery
- Ensuring the paraplanning team adheres to all standard operating procedures in line with regulations that apply
- Being involved in team projects and adhering to set deadlines
- Looking out for areas in which team processes can be improved
Skills and experience
- Diploma in Financial Planning as a minimum qualification
- Demonstrable experience managing, training and mentoring a team effectively
- Knowledge, interest and experience in similar role
- Experience in an IFA environment, demonstrating quality communications of constructive feedback
- A high level of accuracy and attention to detail in written/numerical skills
- Good working knowledge of Microsoft Office applications
Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process.
Paraplanning Manager in Bromsgrove employer: Oakley Recruitment Ltd
Contact Detail:
Oakley Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Manager in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Paraplanning Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this role is all about leading a team and delivering exceptional service, think of examples from your past experiences that showcase your leadership skills and commitment to quality.
✨Tip Number 3
Practice your communication skills! As a Paraplanning Manager, you'll need to convey complex information clearly. Try doing mock interviews with friends or family to get comfortable discussing your experience and how it aligns with the job requirements.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our dynamic team in Bromsgrove!
We think you need these skills to ace Paraplanning Manager in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanning Manager role. Highlight your experience in managing and mentoring teams, as well as any relevant qualifications like your Diploma in Financial Planning. We want to see how you fit into our dynamic culture!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your personality and explain why you're the perfect fit for our team. Mention your approachability and confidence, and how you can contribute to our commitment to exceptional service.
Showcase Your Attention to Detail: In this role, accuracy is key! Make sure your application is free from typos and errors. We appreciate candidates who demonstrate a high level of attention to detail, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our innovative team!
How to prepare for a job interview at Oakley Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specifics of paraplanning. Understand the key performance metrics and SLAs that the team adheres to, as this will show your commitment to excellence and innovation.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed and mentored a team in the past. Highlight your approachability and confidence, as these traits are essential for a Paraplanning Manager. Be ready to discuss how you can contribute to team projects beyond just client work.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, be prepared to discuss how you ensure quality in reports and adherence to processes. You might even want to bring along a sample report or two to demonstrate your meticulousness.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and the team's workflow. This not only shows your interest but also helps you gauge if the environment aligns with your values of support and continuous improvement.
