Paraplanner Manager

Artemis Recruitment Consultants Ltd; Chipping Norton; Hybrid; GBP 52,000 - 72,000; Full time

Benefits offered by this job

Pension 5% employer contribution

Holiday 32 days

Volunteer Day

Training budget £2,000/year

Death in Service 4x

Income Protection 75%

Job summary

Artemis Recruitment Consultants Ltd is seeking an experienced Paraplanning Manager / Paraplanner in Chipping Norton, Oxfordshire. This hybrid role combines hands-on paraplanning with line management of a small paraplanning team to support Financial Planners and the wider business.

We are looking for a Diploma-qualified paraplanner with at least 5 years' paraplanning experience, strong investments and pensions knowledge, and excellent report-writing skills.

Qualifications

• Minimum of 5 years' paraplanning experience.
• Diploma qualified or equivalent.
• Previous experience managing paraplanning team.

Responsibilities

• Analyse client circumstances, objectives and risk profiles.
• Research and analyse clients' financial arrangements.
• Prepare recommendations, suitability reports and client documents.
• Assist with client reviews and attend meetings when required.
• Line manage paraplanners and allocate workload.
• Ensure compliance and quality assurance across the team.

Skills

Paraplanning

Leadership

Report writing

Investments & pensions

Education

Diploma qualified

Tools

MS Office

Financial planning software

Job description

Paraplanning Manager / Paraplanner

Location: Chipping Norton, Oxfordshire

Job Type: Full Time, Permanent

Working Hours: Monday to Friday, 9am - 5pm (35 hours per week)

Salary: Dependent on experience

About the Role

An exciting opportunity has arisen for an experienced Paraplanning Manager / Paraplanner to join a successful and growing independent wealth management and financial planning business.

This is a hybrid position combining hands-on technical paraplanning with responsibility for managing a small paraplanning team. You will play an important role in supporting Financial Planners and the wider business, while also contributing to operational improvements, quality assurance and business strategy.

Based in Chipping Norton, this is an excellent opportunity for an experienced Diploma-qualified Paraplanner who is looking to take on greater management responsibility while remaining involved in technical paraplanning.

Key Responsibilities Paraplanning

• Analyse client circumstances, objectives, requirements and risk profiles.
• Research and analyse clients' existing financial arrangements.
• Analyse clients' Capital Gains Tax (CGT) positions and other relevant tax considerations.
• Research financial products, investments and appropriate solutions.
• Prepare and write recommendation letters, suitability reports and other client documentation.
• Assist with client reviews, including attending client meetings where required.
• Deal with technical queries from clients and internal colleagues.
• Work with other team members to ensure client records are accurate and kept up to date.
• Keep up to date with changes across relevant financial planning, investment, pension and regulatory areas.
• Provide technical support to Financial Planners and other members of the team.

Management & Leadership

• Line manage members of the paraplanning team, including regular 1-to-1s, appraisals and performance management.
• Allocate workflow and manage workloads across the paraplanning team.
• Provide day-to-day technical and operational support to paraplanners.
• Chair paraplanning team meetings and ensure actions are followed through.
• Attend weekly Operations Meetings and take responsibility for actions relating to the paraplanning team.
• Work closely with Compliance, Financial Planners and Operations to resolve technical, regulatory and process queries.
• Carry out quality assurance reviews and audits across the paraplanning team.
• Work with senior management to support the development and delivery of business plans and operational improvements.
• Contribute to the ongoing development, efficiency and effectiveness of the paraplanning function.

Key Requirements

• Minimum of 5 years' paraplanning experience.
• Diploma qualified or equivalent.
• Previous experience managing or supervising a paraplanning team.
• Strong knowledge of investments, pensions and financial services regulation.
• Excellent technical paraplanning and report-writing skills.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication skills.
• Strong numeracy and analytical skills, including the ability to work with complex figures and financial information.
• Good research and problem-solving skills.
• Strong IT and computer skills.
• Highly organised, accurate and detail-oriented.
• Ability to prioritise and manage multiple tasks and deadlines effectively.
• Self-motivated, adaptable and able to work collaboratively as part of a team.
• A strong commitment to delivering excellent client service.

Salary & Benefits

• Salary: Dependent on experience
• Pension: 5% employer contribution, with salary sacrifice available
• Holiday: 32 days plus Bank Holidays and Christmas week
• Volunteer Day: One paid volunteer day per year
• Training Budget: £2,000 individual training budget per year, with 10% available for personal training
• Death in Service: 4x basic salary, subject to a £150,000 salary cap
• Income Protection: Up to 75% of basic salary, subject to a £100,000 salary cap
• Working Hours: 35 hours per week
• Probation: 6 months

Benefits and salary will be adjusted on a pro-rata basis where applicable for part-time employees.