Paraplanner Manager & Technical Lead — Hybrid/Remote

Armstrong Watson LLP; Carlisle; Hybrid; GBP 80,000 - GBP 100,000; Full time

Job summary

A leading Accountancy and Business Advisory firm based in the UK is seeking a Paraplanner Manager & Technical Support to join their Financial Planning Service Line. The successful candidate will manage a team of Paraplanners, conduct extensive research, and provide technical support, ensuring compliance with business standards. The role requires a Level 4 Diploma in Financial Planning and a minimum of 5 years of relevant experience. A competitive salary and comprehensive benefits package are included.

Benefits

Competitive salary

Annual Leave up to 26 days

Employee Assistance Programme

Smart Working Policy

Paid professional membership fees

Qualifications

• Minimum industry experience of 5 years in relevant roles.
• Experience of line managing staff and HR related practices.
• Detailed knowledge of Business Standards and Regulatory Knowledge.

Responsibilities

• Line manage a team of Paraplanners.
• Conduct research to produce advice for clients.
• Support compliance requirements and standards.

Skills

Full UK Driving Licence

Excellent communication skills

Attention to detail

Technical strength in financial calculations

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning or Chartered Paraplanner Qualification

Job description

A leading Accountancy and Business Advisory firm based in the UK is seeking a Paraplanner Manager & Technical Support to join their Financial Planning Service Line. The successful candidate will manage a team of Paraplanners, conduct extensive research, and provide technical support, ensuring compliance with business standards. The role requires a Level 4 Diploma in Financial Planning and a minimum of 5 years of relevant experience. A competitive salary and comprehensive benefits package are included.