At a Glance
- Tasks: Lead and develop a dynamic Paraplanning team while overseeing service delivery.
- Company: Join a leading financial services firm based in London.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for career growth and to drive operational improvements.
- Why this job: Make a real impact by guiding a high-performing team in financial planning.
- Qualifications: Strong Paraplanning experience and excellent communication skills required.
The predicted salary is between 40500 - 49500 £ per year.
Based in our London office, you will lead a Paraplanning and Advice Delivery Support Unit (ADSU) team, overseeing team performance, development and service delivery. This is a player-manager role, combining people leadership with a reduced level of technical and client work to support business priorities.
Key Responsibilities
- Leadership & People
- Lead, coach and develop Paraplanning and ADSU colleagues.
- Manage performance, wellbeing, development and recruitment activity.
- Foster a collaborative, high-performing team culture.
- Workflow & Service Delivery
- Oversee workflow, capacity and service levels across both teams.
- Act as a key contact for Advisers and Financial Planning Executives.
- Use MI and data to monitor performance and drive improvements.
- Technical & Client Support
- Maintain a reduced caseload alongside management responsibilities.
- Support report writing, advice delivery, quality reviews and complex cases.
- Ensure accurate records and effective use of Curo.
- Quality & Continuous Improvement
- Promote high standards of quality, compliance and client service.
- Drive process, technology and operational improvements.
- Build strong relationships across Advice Delivery and the wider business.
Knowledge, Skills & Experience
Essential
- Strong Paraplanning experience with high-quality report-writing skills.
- CII Diploma in Financial Planning (minimum).
- Experience leading, coaching or mentoring others.
- Excellent communication, stakeholder management and organisational skills.
- Strong technical knowledge of pensions, investments and regulation.
- Able to manage competing priorities while maintaining service standards.
- Adaptable, accountable and committed to continuous improvement.
Desirable
- Previous people-management experience.
- Advanced Diploma, Chartered status or working towards it.
- Experience managing hybrid or multi-site teams.
- Knowledge of workflow systems, MI and Curo.
- Experience supporting operational change and process improvement initiatives.
Paraplanner Manager in London employer: The Private Office
Join an award-winning team as a Paraplanner, where you will thrive in a supportive and collaborative work culture that prioritises professional growth and employee wellbeing. Enjoy a true hybrid working model, competitive benefits including a discretionary bonus scheme, private healthcare, and a commitment to your ongoing professional development. With a focus on quality and accuracy, you'll be part of a high-performing team dedicated to delivering exceptional client service in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner Manager in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like The Private Office. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from The Private Office.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like The Private Office. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner Manager in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in The Private Office and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show The Private Office how you can be a team player!
How to prepare for a job interview at The Private Office
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with The Private Office.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with The Private Office's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
