Paraplanner Manager – Lead and Inspire at a Highly Regarded Independent IFA
Are you an experienced paraplanner ready to take your career to the next level? Join a respected regional IFA as a Paraplanner Manager, where you'll lead a talented team and contribute to the delivery of exceptional, independent financial advice. With a client-first approach, you’ll help ensure that financial planning is always personal, thoughtful, and effective.
What You’ll Love About This Role:
- Top Industry Recognition – Join a firm known for delivering award-winning, client-focused financial planning services.
- Independent Approach – Enjoy working in a truly independent advisory environment, allowing you to offer unbiased, tailored advice without constraints.
- Hybrid Flexibility – Benefit from a flexible working model that balances time in the office with home-based work to suit your lifestyle.
- Growth and Development – You’ll lead a team, providing guidance and mentorship while driving technical excellence and efficiency within the paraplanning function.
- Competitive Package – Enjoy a salary up to £70,000, with a bonus structure, pension, and private medical insurance.
Key Responsibilities:
- Oversee the paraplanning team, ensuring the delivery of high-quality reports and client recommendations.
- Collaborate with financial advisers to provide bespoke financial planning, focusing on pensions, investments, and tax planning.
- Implement processes that ensure regulatory compliance while streamlining workflow for maximum team efficiency.
- Support and mentor junior team members, helping them achieve their career goals and further professional qualifications.
What We’re Looking For:
- Diploma-qualified (or close to Chartered status), with experience managing or mentoring a paraplanning team.
- Strong technical expertise in pensions, investments, and tax planning, alongside solid communication and leadership skills.
- A client-first mindset and a proactive approach to problem-solving within wealth management.
Join a firm where integrity, innovation, and client success are at the core. Ready to take the lead? Apply now to make your mark as a Paraplanner Manager.