Paraplanner Manager
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| Job Type | Permanent |
| Location | Market Harborough |
| Area | East Midlands, UK |
| Sector | Financial Services |
| Salary | £40,000 |
| Start Date | |
| Advertiser | Jordan Cassell |
| Job Ref | JC/86633 |
- Description
- We are representing a dynamic wealth management firm specialising in comprehensive financial advice for individuals. The company has experienced rapid growth, earning a position among the top five fastest-growing wealth management firms nationally. With aspirations to become the industry leader, we are seeking a highly ambitious and driven individual for the role of Head of Paraplanning to contribute to the firm's ongoing success.
**The Role:**
Reporting directly to the Operations Director, the Head of Paraplanning will play a pivotal role in the leadership team. The successful candidate will lead a team of Paraplanners and Trainee Wealth Managers. In a fast-paced environment, responsibilities will include:
- Writing complex suitability reports, covering areas such as drawdown, tax-free cash, and inheritance tax advice.
- Collaborating closely with the Managing Director for technical meeting preparation and fund analysis.
- Developing and managing efficient systems, processes, and procedures to enhance Practice efficiency continually.
- Managing and coordinating the paraplanning team, assigning tasks to ensure timely completion of all cases.
- Providing technical support and training to new/junior employees, ensuring high accuracy in their work.
- Overseeing new Consumer Duty requirements to ensure proper scheduling and recording of client review meetings.
- Managing client services and practice reporting.
**Who You Are:**
- Minimum of 2 years of paraplanning experience.
- Passionate about a career in wealth management.
- Understanding of Investments, Pensions, and other financial planning products.
- Ideally started CII Diploma in financial planning.
- Committed to delivering outstanding client service.
- Natural leader with the ability to inspire and develop others.
- Experience in managing and developing teams.
- Proficient in IT systems, familiarity with Salesforce, FE analytics, and Voyant is a plus.
- Confident professional with excellent communication skills and problem-solving abilities.
- Values professionalism, integrity, and ethical conduct.
- Strong drive for professional and personal development.
**What You Get:**
- A competitive bonus structure rewarding hard work.
- Exam support and clear pathways for career progression.
- Modern and collaborative office environment.
- Unique opportunity for rapid career growth.
- Chance to work with a passionate, high-performing team committed to innovation and integrity.
**Benefits:**
- Company pension.
- Flexitime.
- On-site parking.
- Competitive salary
Contact: Jordan Cassell
Reference: JC/86633
Candidate care:
By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.
