# Paraplanning Manager

**Company**: Barclays
**Location**: London
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Canary-Wharf-1-Churchill-Place/Paraplanning-Manager_JR-0000126345-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_28bb0598-955

## Description

We are seeking a Paraplanning Manager to support the growth and development of a collaborative Paraplanning function that plays a key role in delivering high-quality financial planning advice.

As a Paraplanning Manager, you will oversee a team of approximately 10 Paraplanners across multiple locations, helping colleagues develop their technical expertise, broaden their knowledge and progress their careers.

Your responsibilities will include:

- Providing SME expertise on specific products and services to customers and colleagues

- Identifying market trends, new features, regulatory requirements and potential risks

- Responding to customer inquiries, resolving issues, and providing guidance on product usage

- Presenting the advantages and features of the product to potential customers

- Assisting with the development and execution of marketing materials

- Participating in training sessions and workshops to share product knowledge and expertise with colleagues

- Leading a team performing complex tasks, using well-developed professional knowledge and skills to deliver on work that impacts the whole business function

- Advising and influencing decision-making, contributing to policy development and taking responsibility for operational effectiveness

- Collaborating closely with other functions/business divisions

To be successful as a Paraplanning Manager, you should have experience with:

- Financial planning, paraplanning or wealth planning support within a regulated financial services environment

- Coaching, developing and supporting teams, including colleagues across multiple locations

- Suitability report preparation, research activity and end-to-end financial planning processes

- Improving workflows, quality standards, controls and operational processes

- CII Level 4 Diploma in Regulated Financial Planning (or equivalent qualification)

Some other highly valued skills may include:

- CII Level 6 Advanced Diploma, Chartered status, or progress towards these qualifications

- Knowledge of investments, pensions, protection, tax wrappers and wider financial planning considerations

- Experience with technology adoption, AI-enabled tools or business change activity

- Collaboration with advisers, providers, operations, risk and compliance teams

- Experience overseeing paraplanning quality assurance, service delivery or workflow planning

## Skills

### Required
- Financial planning
- Paraplanning
- Wealth planning
- CII Level 4 Diploma
- Team management
- Leadership

### Nice to have
- CII Level 6 Advanced Diploma
- Chartered status
- Technology adoption
- AI-enabled tools
- Business change activity

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Source: [Apply at barclays.wd3.myworkdayjobs.com](https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Canary-Wharf-1-Churchill-Place/Paraplanning-Manager_JR-0000126345-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)