Paraplanning Manager

AFH Financial Group.; Bromsgrove; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Flexible working

Pension

Discretionary bonus

Health & wellbeing

Professional development

Shopping discounts

Job summary

AFH Wealth Management is seeking a Paraplanning Manager to oversee a paraplanning team, ensuring timely, accurate financial planning research and reports for advisers. You will lead training, manage workflow to meet SLAs, and contribute to wider team projects.

The role requires experience managing a team, strong financial planning knowledge, and excellent attention to detail. Hybrid working arrangement offers a balance between office and remote work within the Bromsgrove area.

Qualifications

• Diploma in Financial Planning as a minimum qualification.
• Experience managing, training and mentoring a team.
• Knowledge and experience in personal financial planning and in the construction of financial planning research and reports.
• Experience in an IFA environment with constructive feedback.
• High level of accuracy and attention to detail in written/numerical skills.
• Good working knowledge of Microsoft Office applications.

Responsibilities

• Oversee and line manage the paraplanning team to ensure timely, efficient and accurate research and financial planning reports for AFH advisers.
• Lead training for new employees and take on additional responsibilities such as projects outside the usual client work.
• Manage team workflow to ensure SLAs and KPIs are met; hold regular meetings with individuals and contribute to wider team meetings.
• Maintain regular checks on report quality, turnaround times and adherence to processes, providing coaching to improve service delivery.
• Identify areas where team processes can be improved.

Skills

Team management

Mentoring

Attention to detail

Financial planning knowledge

Communication skills

Education

Diploma in Financial Planning

Tools

Microsoft Office

Job description

Paraplanning Manager

Location: Bromsgrove Head Office

Working model: Office Based with Hybrid Working

Contract type: Permanent

Hours: Full-time

This is a fantastic opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client‑centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full‑time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

The role:

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.

As our Paraplanning Manager, you will be responsible for:

• 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.
• Demonstrable experience managing, training and mentoring a team effectively.
• 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 and Perks at AFH

• 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.