Paraplanning Manager

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

Job summary

A prominent financial advisory firm in the UK seeks a Paraplanning Manager to lead a team, ensuring timely and efficient financial planning reports. The ideal candidate will have a diploma in financial planning and experience in the IFA sector. The role offers flexible working options and various employee benefits including a pension scheme, professional development opportunities, and social perks.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing initiatives

Professional development

Shopping discounts

Qualifications

• Experience in an IFA environment with quality communication.
• Ability to manage team workflows and training needs.
• High level of accuracy in written and numerical skills.

Responsibilities

• Oversee and manage the paraplanning team.
• Ensure compliance with FCA regulations.
• Provide feedback and coaching to improve service delivery.

Skills

Knowledge of financial planning

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.

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. Providing feedback and coaching to support the team to further improve 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 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 reports.
• 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.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.