Technical Paraplanning Manager

ZipRecruiter; Cardiff; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Financial Management firm in Cardiff is seeking a Technical Paraplanning Manager. This role involves supervising the paraplanning team, offering technical support to Financial Planners, and performing research and analysis. The ideal candidate should have strong experience in financial planning, excellent IT skills, and the ability to work independently. A competitive salary and a fantastic benefits package, including a 4-day work week, are offered.

Benefits

28 days holiday plus bank holidays

Company pension scheme

Private Medical Insurance

Summer & Christmas bonuses

Qualifications

• Strong experience in a financial planning environment is essential.
• Ability to efficiently work independently with excellent attention to detail.
• Prepared to study for financial planning qualifications.

Responsibilities

• Monitor quality of work produced by the paraplanning team.
• Prepare client cashflows for meetings.
• Complete annual ISA reporting.
• Participate in investment committee meetings.

Skills

Experience in financial planning

Team support and development

Attention to detail

Strong IT skills including Microsoft Office

Customer service focus

Education

GCSEs in Mathematics and English

Diploma in Financial Planning or equivalent

Tools

Microsoft Excel

Financial software

Job description

Overview

A fantastic opportunity to join an established Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports.

Location: On the outskirts of Cardiff. Due to location, you will need to be a driver.

Hours: Our client runs a 4 day working week, Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!).

Responsibilities

• Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries.
• Preparation of all client cashflows ready for monthly and annual meetings.
• Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting.
• Provide appendices, illustrations, applications and key features documentation for suitability letters and reports.
• Implementing agreed actions from Authority to Proceed notifications.
• Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions.
• Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances.
• Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team.

What we're looking for

• Strong experience working within a financial planning environment.
• Experience of supporting and developing a team.
• Ability to work efficiently under own initiative with excellent attention to detail.
• GCSEs Grades (A-C/1-3) in Mathematics and English.
• Diploma in Financial Planning or equivalent, or prepared to study to level 6.
• Strong IT skills including Microsoft Office, Excel and financial software.
• Excellent telephone manner with a strong focus on customer service.

Salary & Benefits

• Salary will be circa 50k depending on experience.
• A fantastic benefits package including a 4 day working week.
• 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week).
• 1 week off for Christmas, not taken from your annual leave entitlement.
• Company pension scheme (after 3 months).
• Private Medical Insurance (after 12 months).
• Summer & Christmas bonus based on company performance.
• Team away days and social events throughout the year.
• Supporting, friendly team with opportunities to progress.