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- Tasks: Lead and develop a high-performing team of paraplanners while ensuring top-notch service delivery.
- Company: Join a dynamic and empowering organisation in Bromsgrove committed to innovation and 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 team processes 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 your contributions.
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 Worcester employer: Oakley Recruitment
Contact Detail:
Oakley Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Manager in Worcester
✨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 practising common questions related to team management and client service. We recommend doing mock interviews with friends or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your leadership style! When you get the chance to meet potential employers, share examples of how you've mentored and developed your team. This will highlight your approachability and confidence, which are key traits for the role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanning Manager in Worcester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight how your skills and experience align with the Paraplanning Manager role. We want to see how you fit into our dynamic culture, so don’t hold back on showcasing your leadership and mentoring abilities!
Showcase Your Experience: When detailing your past roles, focus on your experience in managing teams and delivering high-quality service. We’re looking for someone who can demonstrate their ability to lead by example and improve processes, so share specific examples that illustrate this.
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that makes it easy for us to see your qualifications and enthusiasm for the role.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the position. Plus, it shows you’re keen to join our team at Oakley Recruitment!
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 company values, as this will show you're serious about the role.
✨Showcase Your Leadership Skills
Since they’re looking for a team leader, be ready to discuss your experience in managing and mentoring teams. Prepare examples of how you've developed others and contributed to team projects, highlighting your approachable nature.
✨Be Detail-Oriented
Given the emphasis on accuracy and attention to detail, bring along examples of your work that demonstrate these skills. Discuss how you ensure quality in reports and adherence to processes, as this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and their approach to continuous improvement. This not only shows your interest but also helps you gauge if the environment aligns with your values and career goals.
