Paraplanner Manager

Details of the offer

A very exciting position has just arisen at this National Wealth Management Firm with a large base in Glasgow and Edinburgh.
Management of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers.
In this role, you will also be responsible for a number of centralised Paraplanning or technical activities.
RESPONSIBILITIES Recruit, manage, train and develop high calibre Paraplanners within budget and headcount levels, to support a number of Advice practices Train and monitor new employees and to ensure their sign off as competent within agreed timescales Supporting, developing and mentoring candidates from the Paraplanning Subs Bench and trainee Paraplanners Working with the other Paraplanning Managers, ensuring sufficient resource and technical coverage is available for all types of report writing First line checks on quality of reports, turnaround times and adherence to processes Supporting the Managing Director in any regional / Practice based activities Supporting the Technical Manager, Advice Services in centralised technical and Paraplanning activities such as maintaining the Paraplanning Procedures and Intranet 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 To be considered you must have previous experience within a financial services technical role.
Experience as a Paraplanner Manager is preferable.
In return, our client is offering an attractive basic salary, flexible benefits package and hybrid working.
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Nominal Salary: To be agreed

Source: Talent_Ppc

Job Function:

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