Paraplanning Manager

Job Title: Paraplanning Team Manager

Industry: Financial Planning

Location: West Midlands

Salary: up to £65,000 (dependent on experience)

Job ref: 10669

Job Description:

Recruit UK are working with a leading UK-wide Independent Financial Advice firm, who are seeking an experienced Paraplanning Team Manager to join their progressive and client-focused wealth management business in the West Midlands.

This is an excellent opportunity to join an established financial planning-led firm, supporting advisers who work with high-net-worth clients across the West Midlands and surrounding areas.The successful candidate will oversee and line manage the paraplanning team, ensuring timely, efficient and accurate research and financial planning reports are delivered to advisers. Acting as the go-to person for questions and queries across the team, you will provide guidance, support and training to new employees, whilst also taking responsibility for wider projects and business initiatives outside of day-to-day client work.

You will be responsible for recruiting, managing, training and developing a high-calibre team of paraplanners, proactively managing workloads and staffing requirements, and ensuring the team consistently meets service level agreements and key performance targets.

What's in it for you?

• Salary up to £65,000 (negotiable dependent on experience)
• 25 days annual leave, plus your birthday off
• Option to buy or sell up to 5 days of annual leave
• 5% employer pension contribution
• 6x death in service benefit
• Additional sick pay and leave provisions
• Volunteering days
• Enhanced maternity and paternity policies
• Regular social events

Skills and Experience Required

• Diploma in Financial Planning (minimum qualification requirement)
• Experience working within an IFA environment
• Strong knowledge and experience of personal financial planning, including the preparation of financial planning research and reports.
• Previous experience managing, coaching, training or developing team members

About Recruit UK

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or trying to fill a role. We have a network of more than 100,000 financial services connections and are passionate about helping candidates find the right opportunities for their skills, experience and career ambitions.

Our Commitment to You

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. If we think you already have it, we'll tell you.
• Take a holistic approach to career happiness, recognising that it is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.