Paraplanning Manager — Lead & Develop Team

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

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