Paraplanning Manager

AFH Wealth Management; Bromsgrove; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading independent financial advisory firm in Bromsgrove is seeking a Paraplanning Manager to oversee the paraplanning team, ensuring timely and accurate financial planning reports. The ideal candidate has a Diploma in Financial Planning, experience in personal financial planning, and strong communication skills. This full-time role offers hybrid working and a competitive salary with various benefits.

Benefits

Flexible working & holidays

Social perks including annual parties

Pension scheme

Discretionary bonus scheme

Health and wellbeing initiatives

Professional development programs

Shopping discounts

Qualifications

• Demonstrated experience in personal financial planning and research.
• Experience in an IFA environment with quality communications.
• High level of accuracy in written and numerical skills.

Responsibilities

• Overseeing and managing the paraplanning team.
• Ensuring adherence to SLAs and key performance metrics.
• Maintaining quality checks on reports and providing coaching.

Skills

Financial Planning knowledge

Communication skills

Attention to detail

Microsoft Office proficiency

Education

Diploma in Financial Planning

Job description

Overview

Paraplanning Manager

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH.

Purpose: To oversee and line manage the paraplanning team to ensure timely, efficient and accurate research and financial planning reports are completed for AFH advisers. Act as a go-to for questions and queries across the team, lead support for training new employees as well as taking on additional responsibilities such as projects outside the usual client work.

Responsibilities

• Developing and managing a high calibre team of paraplanners, identifying any training needs within the team or for specific team members
• Managing team workflow requirements effectively, ensuring the team adheres to SLAs and key performance metrics, and escalating any issues if necessary. Holding regular meetings with individuals, whilst also contributing and assisting in the running of wider team meetings
• Maintaining regular checks on the quality of the reports, turnaround times and adherence to processes. And, providing feedback and coaching to support the team to further improve our service delivery
• Ensuring the paraplanning team adheres to all standard operating procedures in line with the FCA regulations that apply
• Being involved in team projects and adhering to set deadlines
• Looking out for areas in which team processes can be improved

What we are looking for in our ideal Paraplanning Manager:

• Diploma in Financial Planning as a minimum qualification requirement
• Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning report
• Experience in an IFA environment, demonstrating quality communications of constructive feedback
• A high level of accuracy and attention to detail in written/numerical skills
• Good working knowledge of Microsoft Office applications

Benefits

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.