Paraplanning Manager

চাকরির বিবরণ

Join us as 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. In this role, 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. You will be responsible for the day-to-day coordination of workflow, ensuring advice support activities are delivered efficiently, accurately and in line with regulatory requirements and business standards.

Working closely with Wealth Planners, Wealth Advisory teams, Operations, Risk, Compliance and external providers, you will help create an effective and consistent advice process that supports positive client outcomes. The role also offers the opportunity to shape and enhance paraplanning processes, improve consistency across the function, and encourage the use of technology and AI-enabled solutions to support productivity, quality and service delivery. This position is well suited to someone who enjoys developing people, building relationships across multiple teams, and driving continuous improvement within a financial planning environment.

দায়িত্ব

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
• Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings
• Response to customer inquiries, resolution of issues, and provision of guidance on product usage.
• Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
• Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content.
• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
• Participation in events, conferences and other networking opportunities to showcase the product and generate interest.

যোগ্যতা

• 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).
• 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.
• You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
• This role is based in London.
• To work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking services.