Paraplanner Manager

Paraplanner Manager - Wokingham, South East England

Ref: 1544Monday 24 June 2024

Up to £55,000

Exciting Opportunity: Paraplanning Team Manager at growing IFA firm

Are you ready to lead and inspire a dedicated team in the heart of the financial planning industry? A directly authorised IFA firm that prides itself on providing personalised financial security to its clients, is seeking an experienced Paraplanning Team Manager to work with the Head of operations in developing the process so they can achieve double digit growth over the next 24 months.

The salary for this role is up to £55,000, and is 5 days a week in the office.


About the firm:

  • Specialists in pensions and family wealth planning.
  • Strong relationships with major pension providers.
  • Committed to high-quality, individualised client service.


The Role:

  • Lead a growing team of paraplanners.
  • Provide comprehensive management, including mentoring, training, and recruitment.
  • Ensure exceptional service to both planners and clients.
  • Maintain a client-first approach in all day-to-day activities.
  • Help craft the Advice process


Your Profile:

  • Proven experience in an IFA support team.
  • Exceptional organisational, management, and communication skills.
  • Passionate about delivering exemplary client service.
  • You will need a technical understanding of Paraplanning


Apply today:

  • Be part of a company that knows every client by name.
  • Contribute to a team that values personal service over volume.
  • Help us continue to grow and provide financial wellbeing to our clients.
Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.