Paraplanning Manager
Paraplanning ManagerOur client, a leading wealth and advisory firm, is seeking an experienced Paraplanning Manager to join their growing team. This is an excellent opportunity for a senior paraplanning professional looking to take on a leadership role within a highly regarded and well-established business.As Paraplanning Manager, you will lead and develop the firm''s paraplanning function, providing technical oversight, mentoring team members, and ensuring the delivery of high-quality support to financial advisers. You''ll play a key role in maintaining standards, improving processes, and contributing to the continued success of the business.Key responsibilities:Managing and developing the paraplanning teamProviding technical guidance and quality assurance across client recommendations and reportsSupporting advisers with complex financial planning casesReviewing and enhancing paraplanning processes and workflowsEnsuring compliance with regulatory and internal standardsWhat''s on offer:Leadership role within a respected and established wealth management firmOpportunity to manage and mentor a team of paraplannersHybrid working arrangement, including 2 days working from home27 days annual leave plus bank holidays9% employer pension contributionSupportive culture with a strong reputation in the marketLong-term career progression opportunitiesRequirements:Significant paraplanning experience within a financial planning or wealth management environmentPrevious experience leading, ..... full job details .....
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