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Paraplanning Manager

Job LocationEdinburgh
EducationNot Mentioned
Salary60,000 - 62,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you an experienced Paraplanner who can lead from the frontDo you possess sound technical awareness and understanding of ParaplanningThe company:A FTSE250 UK Wealth Management firm is seeking a Paraplanning manager to support fellow Paraplanning Managers. This company approaches their work in an honest, forward-thinking manner to provide an expert service, bespoke to individual needs. With long termgoals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.The role:Paraplanning management is a centre of excellence providing management of high calibre Paraplanners. You will be working with Front Office and Back Office to utilise feedback, create initiatives and implement positive change within the business. This mayinclude:

  • Recruit, train and mentor Paraplanners to support Advisers across business
  • Working alongside other Paraplanning Managers to ensure technical coverage is available for all types of report writing
  • Supporting the Managing Director with regional and practice based activities
  • Championing Risk
  • Supporting the Technical Manager in Advice Services to ensure Paraplanning stays updated and compliant
To succeed you will need:
  • Level 4 Diploma in Regulated Financial Planning (CII/LIBF)
  • Previous experience in Paraplanning
  • Ability to coach, mentor and develop staff
  • Lead from the front
  • Thrives under pressure
Benefits:
  • 25 days holiday (option to buy more)
  • Life Assurance (x4 salary)
  • Juicy company pension scheme (10% contribution)
  • Private health insurance
  • Employee Wellbeing Assistance programme
  • Season Ticket Loan
  • Share incentive scheme
  • Access to financial advice
  • Discretionary Bonus

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