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