Paraplanning Lead: Grow Talent & Optimize Delivery

Eden Rose; Glasgow; Vor Ort; GBP 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

Career progression

Collaborative culture

Zusammenfassung

Eden Rose is seeking an experienced Paraplanning Manager in Glasgow to lead a high-performing paraplanning team within a growing financial planning practice. You will drive technical excellence, develop people, and deliver efficient, high-quality advice services.

Work closely with Financial Planners, Compliance and Client Support to ensure timely, compliant output and continuous improvement of the end-to-end advice process.

Qualifikationen

• Leadership experience of paraplanning teams.
• Strong technical knowledge across pensions, investments, taxation and retirement planning.
• Experience reviewing high-quality suitability reports.
• Proven ability to manage workloads, team performance and service delivery.

Aufgaben

• Lead, coach and develop the paraplanning team through regular 1:1s, performance reviews and mentoring.
• Manage workload allocation and meet client deadlines and service standards.
• Monitor team capacity and address bottlenecks proactively.
• Track KPIs: turnaround times, WIP, productivity, quality and service.
• Maintain high standards across suitability reports, technical analysis and client documentation.
• Act as technical escalation point for complex cases involving pensions, investments, taxation and retirement planning.
• Drive process improvements to reduce delays and rework; ensure compliance.
• Identify opportunities to improve efficiency using Intelliflo and cashflow modelling tools.

Kenntnisse

Leadership

Paraplanning

Pensions

Investments

Taxation

Retirement planning

Team management

Process improvement

Ausbildung

Diploma

Chartered (desirable)

Tools

Intelliflo

Cashflow modelling software

Jobbeschreibung

Eden Rose is seeking an experienced Paraplanning Manager in Glasgow to lead a high-performing paraplanning team within a growing financial planning practice. You will drive technical excellence, develop people, and deliver efficient, high-quality advice services.

Work closely with Financial Planners, Compliance and Client Support to ensure timely, compliant output and continuous improvement of the end-to-end advice process.