Paraplanning Manager

AFH Wealth Management; Stoke Pound; Hybrid; GBP 52,000 - 68,000; Full time

Benefits offered by this job

Flexible working hours

Holiday allowance

Annual bonus

Pension scheme

Wellbeing benefits

Learning & development

Shopping discounts

Job summary

AFH Wealth Management is seeking a Paraplanning Manager to lead and develop the paraplanning team at the Bromsgrove head office. You will ensure timely, accurate financial planning research and reports for advisers, acting as the go-to person for the team.

The role offers a permanent, full-time position with hybrid/office-based working. Successful candidates will have a Diploma in Financial Planning, experience managing colleagues in an IFA environment, and a strong commitment to high-quality

Qualifications

• Diploma in Financial Planning required as minimum qualification
• Demonstrated experience managing and mentoring a team
• Experience in personal financial planning and paraplanning research/reporting
• Experience in an IFA environment with clear client communication
• High accuracy and attention to detail in written/numerical work

Responsibilities

• Oversee and line manage the paraplanning team to ensure timely, efficient, accurate research and reports for AFH advisers
• Lead training for new employees and take on additional projects beyond normal client work
• Manage workflow to meet SLAs and KPIs; run team meetings and provide feedback/coaching
• Ensure reports adhere to FCA procedures and internal processes
• Identify process improvements to enhance service delivery and turnaround times

Skills

Team management

Training

Paraplanning

Microsoft Office

Education

Diploma in Financial Planning

Tools

Microsoft Office

Job description

• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

Paraplanning Manager

Location: Bromsgrove Head Office

Working model: Office Based with Hyrbid Working

Contract type: Permanent

Hours: Full-time

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

AFH Wealth Management is oneof 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 afull‑time, permanent opportunityand in return, you will receive a competitive salary andrange 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.