Paraplanning Manager - Lead & Develop Reports (Hybrid)

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

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.