Paraplanning Manager
| Posting date: | 05 June 2024 |
|---|---|
| Salary: | £50,000 to £55,000 per year |
| Hours: | Full time |
| Closing date: | 04 July 2024 |
| Location: | Lancashire, North West, BB1 1AE |
| Company: | Everpool Recruitment Limited |
| Job type: | Permanent |
| Job reference: | 53196509 |
Summary
Job role: Paraplanning Manager
Salary: £50,000-£55,000
Location: Hybrid with visits 3 days to Standish, Southport or West Midlands
We are looking for a Paraplanning Manager to join a top firm based in the North West. This is a fantastic chance for a Senior Paraplanner to advance in a role managing 12 other Paraplanners based across the North West and West Midlands. You will need to be able to work 3 days in the office with visits to Standish, Southport and West Midlands.
What you will be doing
- Recruit, manage, train and develop a high calibre team of paraplanners
- First line checks on quality of reports, turnaround times and adherence to processes.
- Working as part of the regional leadership team.
- Ensure the paraplanning team adheres to all standard operating procedures, policies and processes and
- in accordance with all FCA regulations that apply to the conduct of the business.
- Oversee the accurate analysis of clients’ financial needs and goals, to develop lifetime planning
- strategies and to proactively support the provision of an ongoing advice service to our clients
- Attend meetings with clients alongside Financial Planners when required
- Work in accordance with IWPFPs Central Investment Proposition, following all relevant exception
- processes as necessary
- Carry out product and fund research using company standard research tools where appropriate
- Prepare cash flow modelling and pension income drawdown forecasts
- Prepare illustrations, recommendation reports and client correspondence to target deadlines
- Ensure all client work is compliant and supported with relevant paperwork
- Ensure all Suitability and letter templates are kept up to date in accordance with IWPFP standard
What we need from you?
- Ability to work with accuracy and attention to detail – essential
- Fully qualified Paraplanner
- Knowledge of iO ,Excel and other research, analysis and data management tools – essential
- Ability to work under pressure to meet deadlines – essential
- A team player – essential
- Good communication both verbal and written – essential
- Ability to coach, manage and mentor a team and ensure accurate work within tight deadlines - essential
- Broad knowledge of the financial services sector – desirable
If you are interested in hearing more then please email me for more details bholder@everpoolrecruitment.com
Salary: £50,000-£55,000
Location: Hybrid with visits 3 days to Standish, Southport or West Midlands
We are looking for a Paraplanning Manager to join a top firm based in the North West. This is a fantastic chance for a Senior Paraplanner to advance in a role managing 12 other Paraplanners based across the North West and West Midlands. You will need to be able to work 3 days in the office with visits to Standish, Southport and West Midlands.
What you will be doing
- Recruit, manage, train and develop a high calibre team of paraplanners
- First line checks on quality of reports, turnaround times and adherence to processes.
- Working as part of the regional leadership team.
- Ensure the paraplanning team adheres to all standard operating procedures, policies and processes and
- in accordance with all FCA regulations that apply to the conduct of the business.
- Oversee the accurate analysis of clients’ financial needs and goals, to develop lifetime planning
- strategies and to proactively support the provision of an ongoing advice service to our clients
- Attend meetings with clients alongside Financial Planners when required
- Work in accordance with IWPFPs Central Investment Proposition, following all relevant exception
- processes as necessary
- Carry out product and fund research using company standard research tools where appropriate
- Prepare cash flow modelling and pension income drawdown forecasts
- Prepare illustrations, recommendation reports and client correspondence to target deadlines
- Ensure all client work is compliant and supported with relevant paperwork
- Ensure all Suitability and letter templates are kept up to date in accordance with IWPFP standard
What we need from you?
- Ability to work with accuracy and attention to detail – essential
- Fully qualified Paraplanner
- Knowledge of iO ,Excel and other research, analysis and data management tools – essential
- Ability to work under pressure to meet deadlines – essential
- A team player – essential
- Good communication both verbal and written – essential
- Ability to coach, manage and mentor a team and ensure accurate work within tight deadlines - essential
- Broad knowledge of the financial services sector – desirable
If you are interested in hearing more then please email me for more details bholder@everpoolrecruitment.com