Paraplanning Manager: Lead & Develop High-Quality Reports

AFH Financial Group.; Bromsgrove; Hybrid; 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

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.