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- Tasks: Lead and develop a high-performing paraplanning team while driving quality standards.
- Company: Verve, an innovative financial services support provider focused on growth and accessibility.
- Benefits: Generous holiday allowance, personal development budget, health initiatives, and hybrid work options.
- Why this job: Shape the future of financial services while nurturing talent and driving innovation.
- Qualifications: 5+ years in financial services with proven management experience and a growth mindset.
- Other info: Enjoy a vibrant office culture with no dress code, fun events, and friendly office dogs.
The predicted salary is between 36000 - 60000 £ per year.
We are on the hunt for an exceptional Paraplanner Manager - one with a proven track record of managing people and has great technical knowledge - to take our paraplanning department to the next level. This role is about more than just managing workflow; it is about nurturing a high-performing team and driving our quality standards. You will oversee a team of over 20 (including a range of experienced paraplanners, trainees and technical administrators) and ensure we consistently deliver exceptional service to our clients whilst creating an environment where individuals thrive and develop. You would report directly to the Chief Operating Officer.
Responsibilities
- Managing and developing your team: Nurture talent across all levels, from trainees to experienced paraplanners. Focus on technical knowledge, quality standards, productivity and wider professional skills to create a department culture of continuous improvement.
- Driving performance and quality: Own departmental targets including SLAs, revenue goals and quality metrics. Implement spot checks, maintain consistently high standards and take preventative action when performance needs improvement.
- Shaping our growth: Work as the main contact for new paraplanning prospects/clients. Collaborate with the sales team on onboarding new clients and partner with the COO to calculate capacity and manage hiring and training plans.
- Exploring innovation: Regularly identify efficiencies and suggest/implement innovations that will assist the existing team in their productivity.
- Building capability: Identify training needs quickly and either deliver directly or liaise with the training department. Track CPD progress, recommend promotions, and create clear pathways for professional development.
- Managing operations: Overseeing team and project management to ensure sufficient cover and maintaining SLAs and quality at all times, including during high-volume periods such as tax year end and holiday periods. Keep the department running smoothly whilst maintaining team wellbeing.
About You
- Minimum 5 years financial services experience with strong technical understanding of the industry.
- Proven management experience – you have led teams and can evidence the impact you have made.
- Ideally Level 4 Diploma qualified (at least).
- Growth and innovative mindset – you are always looking for new efficiencies and ways to improve your process, yourself and your team.
What will make you stand out
- Experience scaling paraplanning teams - brownie points for working in an outsourced setting.
- Previous experience in managing client relations and confidently discussing the benefits of paraplanning.
- Evidence of improving both quality and efficiency simultaneously.
- Above all, we love someone with a positive attitude who likes a challenge and isn’t afraid to roll their sleeves up and get stuck in with what’s at hand.
About Us
Verve offers a range of outsourced support services to financial planners and ultimately works towards two key aims: to help support good quality financial advice firms to grow and develop, and to attract new people into financial services and help train them up, for the benefit of the future of the profession. Across all departments, we approach financial services with an innovative and positive outlook; our focus is on relentlessly improving and never settling for just doing what has always been done. We are passionate that more people can and should benefit from advice, and it is our mission to make it more accessible for them.
Benefits
- 21 days basic holiday allowance (increasing 1 day per year for each year’s service, to a max of 26 days); plus bank holidays; plus Christmas close-down and your birthday off if it falls on a weekday.
- Personal development budget (for exams, training, anything to help you excel!)
- Death in service cover
- Health and wellbeing programme and initiatives, including access to our own in-office gym, desk massages, team hikes and yoga/fitness sessions.
- Access to lifestyle benefits such as meditation app, high street discount and rewards app.
- Hybrid or fully remote options available, depending on role and experience.
- Upon completion of a qualifying period (2 years), we offer an EMI share scheme, allowing you to benefit both from declared dividends and long term performance returns. At the same time, you will become eligible for our enhanced parental leave benefits.
The Cherry On Top Benefits
- We are not a fan of dress codes - we trust that you will come dressed appropriately for the day ahead. Client facing? Smart casual is fine. Head-down/admin days? Sounds like a hoodie kind of day.
- A lively and positive office environment – expect rocking (or sometimes dubious) playlists, drinks fridges, snacks, social space, ping pong table...
- Two official annual company parties, plus ad hoc team nights out and monthly enrichment sessions.
- Friendly office dogs are always welcome!
- Competitive salary reflective of experience. This is a hybrid position (based in Darlington) for local applicants although fully remote is an option for the right candidate.
Paraplanner Manager employer: Verve
Contact Detail:
Verve Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on your dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. When you walk into that interview, show them you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience and skills confidently when it counts.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner Manager
Some tips for your application 🫡
Show Off Your Management Skills: When you're writing your application, make sure to highlight your experience in managing teams. We want to see how you've nurtured talent and driven performance in your previous roles. Use specific examples to demonstrate your impact!
Technical Knowledge is Key: Since this role requires a strong technical understanding of the financial services industry, don’t shy away from showcasing your qualifications and relevant experience. Let us know how you’ve applied your knowledge to improve processes or outcomes in your past positions.
Be Innovative: We love candidates who think outside the box! In your application, share any innovative ideas or efficiencies you've implemented in your previous roles. This will show us that you have a growth mindset and are always looking for ways to improve.
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’re considered for the role. Plus, it gives you a chance to explore more about what we do at StudySmarter!
How to prepare for a job interview at Verve
✨Know Your Stuff
Make sure you brush up on your technical knowledge of paraplanning and financial services. Be ready to discuss specific examples from your past experience that showcase your expertise and how you've managed teams effectively.
✨Showcase Your Leadership Skills
Prepare to talk about your management style and how you've nurtured talent in your previous roles. Think of concrete examples where you've driven performance and quality within a team, and be ready to share how you handle challenges.
✨Demonstrate Your Growth Mindset
Be prepared to discuss how you've identified efficiencies and implemented innovations in your past positions. Companies love candidates who are proactive about improving processes, so have some examples ready to illustrate your innovative thinking.
✨Engage with the Company Culture
Familiarise yourself with the company's values and culture. During the interview, express your enthusiasm for their mission and how you can contribute to creating a positive environment. A good cultural fit is just as important as skills!
