Paraplanner Manager / Team Lead

Eden Scott; Perth; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading financial planning firm is looking for a Paraplanner manager or team lead to join their team on a hybrid basis. This position is ideal for a senior paraplanner wishing to advance their career or an experienced manager ready to enhance a successful team. The role involves recruitment, training, and overseeing paraplanners while ensuring compliance with FCA regulations.

Qualifications

• Minimum diploma qualified with experience supporting advisers.
• Experience in managing a team of Paraplanners.
• Strong understanding of FCA regulations.

Responsibilities

• Recruit, manage, and develop high caliber Paraplanners.
• Conduct quality checks on reports and ensure regulatory compliance.
• Mentor and train new and existing employees.

Skills

Management

Training

Mentoring

Quality Assurance

FCA Regulations

Education

Diploma qualification

Job description

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A leading financial planning firm with regional offices are recruiting for a Paraplanner manager or team lead to work on a hybrid basis from one of their offices. This would be an excellent move for a senior or technical paraplanner to take the next step in their career and manage a successful close knit team, or an experienced manager to slot in to the role. We are looking for professionals who are ideally minimum diploma qualified, having worked supporting advisers, and ultimately clients in the advice-giving process. This is a great opportunity to develop existing and new skills, as well as expand your knowledge and experience.

Responsibilities:

• Recruit, manage, train and develop high caliber Paraplanners
• Train, mentor and monitor new and existing employees
• Supporting, developing and mentoring candidates
• First line checks on quality of reports, turnaround times and adherence to processes.
• Working alongside the management team in practice based activities.
• Carrying out work in line with internal and external FCA regulations and procedures that apply to the conduct of the business.