Paraplanner Manager
other jobs Ortus PSR
Added before 55 Days
- England,East of England,Hertfordshire
- full-time
- £60,000 - £70,000 per annum
Job Description:
Are you an experienced Paraplanner with a passion for leadership and a knack for driving excellence in financial services? Join our clients’ thriving IFA firm, where innovation meets flexibility, and play a pivotal role in shaping the future of our rapidly expanding team!
Our client is a leading directly authorised Independent Financial Advisor (IFA) firm, renowned for its commitment to providing exceptional financial planning services. Due to the expansion of their client base, we are seeking a dynamic and experienced Paraplanner Manager to join the team and help continue to deliver outstanding service to their clients.
Position Overview:
As a Paraplanner Manager, you will play a critical role in our firm by leading, developing, and managing a team of 10 Paraplanners and Support Staff located across the UK. You will ensure the delivery of high-quality paraplanning services, supporting our financial advisors, and enhancing our client experience.
Key Responsibilities:
* Team Management: Oversee, mentor, and develop a team of 10 Paraplanners and Support Staff to ensure they meet performance and professional growth objectives.
* Hybrid Working: Embrace and promote a flexible hybrid working environment, fostering a collaborative and efficient team dynamic.
* Service Delivery: Maintain high standards in the preparation and delivery of financial reports, research, and analysis to support advisors and clients.
* Client Support: Collaborate with financial advisors to ensure client needs are met, providing technical expertise and insights.
* Process Improvement: Identify and implement process improvements to enhance service delivery and efficiency.
* Compliance: Ensure all activities comply with industry regulations and company policies.
Qualifications:
* Proven experience in paraplanning, with a strong background in financial planning and advisory services.
* Previous managerial experience, with a track record of developing and leading successful teams.
* Excellent knowledge of financial products, investment strategies, and regulatory requirements.
* Strong analytical, communication, and interpersonal skills.
* Ability to work independently and as part of a remote team.
* Relevant financial planning qualifications (e.g., Diploma in Financial Planning, Advanced Diploma).
Why Join Us?
* Growth Opportunities: Be part of a rapidly growing firm with significant opportunities for career advancement.
* Flexible Work Arrangements: Benefit from hybrid working options to suit your lifestyle.
* Supportive Environment: Join a team that values collaboration, innovation, and professional development.
Our client is a leading directly authorised Independent Financial Advisor (IFA) firm, renowned for its commitment to providing exceptional financial planning services. Due to the expansion of their client base, we are seeking a dynamic and experienced Paraplanner Manager to join the team and help continue to deliver outstanding service to their clients.
Position Overview:
As a Paraplanner Manager, you will play a critical role in our firm by leading, developing, and managing a team of 10 Paraplanners and Support Staff located across the UK. You will ensure the delivery of high-quality paraplanning services, supporting our financial advisors, and enhancing our client experience.
Key Responsibilities:
* Team Management: Oversee, mentor, and develop a team of 10 Paraplanners and Support Staff to ensure they meet performance and professional growth objectives.
* Hybrid Working: Embrace and promote a flexible hybrid working environment, fostering a collaborative and efficient team dynamic.
* Service Delivery: Maintain high standards in the preparation and delivery of financial reports, research, and analysis to support advisors and clients.
* Client Support: Collaborate with financial advisors to ensure client needs are met, providing technical expertise and insights.
* Process Improvement: Identify and implement process improvements to enhance service delivery and efficiency.
* Compliance: Ensure all activities comply with industry regulations and company policies.
Qualifications:
* Proven experience in paraplanning, with a strong background in financial planning and advisory services.
* Previous managerial experience, with a track record of developing and leading successful teams.
* Excellent knowledge of financial products, investment strategies, and regulatory requirements.
* Strong analytical, communication, and interpersonal skills.
* Ability to work independently and as part of a remote team.
* Relevant financial planning qualifications (e.g., Diploma in Financial Planning, Advanced Diploma).
Why Join Us?
* Growth Opportunities: Be part of a rapidly growing firm with significant opportunities for career advancement.
* Flexible Work Arrangements: Benefit from hybrid working options to suit your lifestyle.
* Supportive Environment: Join a team that values collaboration, innovation, and professional development.
Job number 1491589
metapel
Company Details:
Ortus PSR
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