Paraplanner Manager

The Verve Group; Tees Valley; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

A leading financial services company in Tees Valley is looking for a Paraplanner Manager to lead their team and enhance the department's capabilities. This role requires a minimum of 5 years' experience in financial services and a proven track record in management. Responsibilities include managing team performance, driving quality standards, and fostering a growth-oriented environment. The position offers flexible working arrangements with a competitive salary reflective of experience, plus a range of employee benefits.

Benefits

21 days holiday plus bank holidays

Personal development budget

Death in service cover

Health and wellbeing programme

Access to lifestyle benefits

Hybrid or fully remote options

EMI share scheme after 2 years

Casual dress code

Positive office environment

Annual company parties

Qualifications

• Minimum 5 years financial services experience with strong technical understanding of the industry.
• Proven management experience – you've led teams and can evidence the impact you've made.
• Growth and innovative mindset – you're always looking for new efficiencies.

Responsibilities

• Manage and develop your team to nurture talent across all levels.
• Drive departmental performance and quality by owning targets and metrics.
• Collaborate with sales on onboarding new clients and managing hiring plans.
• Identify and suggest innovations to assist in productivity.
• Oversee operations to maintain SLAs and quality standards.

Skills

Financial services experience

Management experience

Technical knowledge of paraplanning

Positive attitude

Solution-focused mindset

Education

Level 4 Diploma

Job description

About the role

We're 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's about nurturing a high-performing team and driving our quality standards. You'll 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 and day-to-day, you typically would be:

• 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: Along with growing the team, you will 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 those times of higher volume (such as tax year end and holiday period). Keep the department running smoothly whilst maintaining team wellbeing.

About You

As a business, we're agile and scaling and so the ideal candidate will need to be nimble, solution focussed and very comfortable with change.

• Minimum 5 years financial services experience with strong technical understanding of the industry.

• Proven management experience – you've led teams and can evidence the impact you've made.

• Ideally is Level 4 Diploma qualified (at least).

• Growth and innovative mindset – you're 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 a innovative and positive outlook; our focus is on relentlessly improving and never settling for just doing what has always been done. We're passionate that more people can and should benefit from advice, and it's our mission to make it more accessible for them.

Standard 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 (2yrs), 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're not a fan of a dress codes - we trust that you'll come dress appropriately for the day ahead. Client facing? Smart casual is fine. Head-down/admin days? Sounds like a hoddie 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.