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- 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 competitive salary, hybrid working, extra holiday days, and fun team events.
- Why this job: Make a real impact by mentoring others and improving service delivery in a supportive environment.
- Qualifications: Diploma in Financial Planning and experience in managing and mentoring teams.
- Other info: Great career growth opportunities and a culture that values innovation and development.
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
- Competitive salary
- 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
- Employee referral bonus scheme
- Secure parking
- Discounted gym access
- Discounted financial advice
- Referral schemes
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
Contact Detail:
Oakley Recruitment 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 those interviews by researching the company culture and values. Since this role is all about leading a team and delivering exceptional service, think about how your experience aligns with their mission and be ready to share specific examples.
✨Tip Number 3
Show off your mentoring skills! During interviews, highlight your experience in training and developing others. Talk about how you've led teams in the past and how you can contribute to creating a supportive environment at the new company.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
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 the 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 Skills: Don’t forget to highlight your organisational skills and attention to detail. We’re looking for someone who can manage workloads effectively and maintain high standards, so make sure these qualities come through in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Oakley Recruitment
✨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
Since they’re looking for a confident team leader, prepare examples of how you've successfully managed and mentored teams in the past. Highlight your approach to providing constructive feedback and how you’ve contributed to team projects.
✨Be Detail-Oriented
Demonstrate your attention to detail by preparing questions about their processes and quality checks. This will not only show your organisational skills but also your commitment to continuous improvement in service delivery.
✨Engage with Their Culture
Familiarise yourself with the company’s culture and values. Be ready to discuss how you can contribute to a welcoming and empowering environment, and share your thoughts on fostering innovation and development within the team.
