Paraplanning Manager

AFH Financial Group.; Bromsgrove; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial advisory firm in Bromsgrove is seeking a Paraplanning Manager to oversee the paraplanning team. This role involves ensuring the timely completion of accurate financial planning reports and managing workflow effectively. The ideal candidate will possess a Diploma in Financial Planning, have demonstrable team management experience, and a strong knowledge of personal financial planning. The position offers competitive salary and numerous benefits including flexible working options and professional development opportunities.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing initiatives

Professional development

Shopping discounts

Qualifications

• Demonstrable experience managing, training and mentoring a team effectively.
• Experience in an IFA environment.
• High accuracy and attention to detail in written/numerical skills.

Responsibilities

• Oversee the paraplanning team to ensure timely and accurate financial planning reports.
• Manage team workflow to meet SLAs and KPIs.
• Conduct quality checks on reports and provide feedback.

Skills

Team management

Financial planning knowledge

Accurate reporting

Communication skills

Microsoft Office proficiency

Education

Diploma in Financial Planning

Job description

• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

Paraplanning Manager

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

The role

To oversee and line manage the paraplanning team to ensure timely, efficient and accurate research and financial planning reports are completed for AFH advisers. Act as a ‘go-to’ for questions and queries across the team, lead support for training new employees as well as taking on additional responsibilities such as projects outside the usual client work.

As our Paraplanning Manager, you will be responsible for:

• Developing and managing a high calibre team of paraplanners, identifying any training needs within the team or for specific team members
• Managing team workflow requirements effectively, ensuring the team adheres to SLAs and key performance metrics, and escalating any issues if necessary. Holding regular meetings with individuals, whilst also contributing and assisting in the running of wider team meetings
• Maintaining regular checks on the quality of the reports, turnaround times and adherence to processes. And, providing feedback and coaching to support the team to further improve our service delivery
• Ensuring the paraplanning team adheres to all standard operating procedures in line with the FCA regulations that apply
• Being involved in team projects and adhering to set deadlines
• Looking out for areas in which team processes can be improved

What we are looking for in our ideal Paraplanning Manager:

• Diploma in Financial Planning as a minimum qualification requirement
• Demonstrable experience managing, training and mentoring a team effectively
• Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning report
• Experience in an IFA environment, demonstrating quality communications of constructive feedback
• A high level of accuracy and attention to detail in written/numerical skills
• Good working knowledge of Microsoft Office applications

Benefits and Perks at AFH

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.