Technical Manager Paraplanning

Paraplanner Manager - Cardiff, Wales

Ref: 1486Friday 14 June 2024

£40,000 - £45,000

If you are a Paraplanner looking to work for a dynamic and forward-thinking financial services firm we are working with an independent firm in Cardiff.  With a commitment to excellence, the team takes pride in developing their employee's expertise and knowledge so they can provide a client-focused service.

The Salary for this Paraaplanner Manager position is up to £45,000 with several benefits including over 28 days holiday plus bank holidays each year as well as PMI, and free parking.

your primary responsibility will be to manage the workload of the team while overseeing the development of Paraplanners and Trainee Paraplanners. This pivotal role involves providing crucial technical and research support to our Financial Planners, enabling the seamless delivery of tailored advice to our valued clients. If you are passionate about financial planning, enjoy working in a collaborative environment, and have a keen eye for detail, this position offers an exciting opportunity for professional growth and development.


Key Responsibilities:

  • Manage the workload of the Paraplanning team, ensuring efficient and timely completion of tasks.
  • Oversee the development and training of Paraplanners and Trainee Paraplanners.
  • Provide essential technical and research support to Financial Planners.
  • Conduct thorough research and analysis to assist in the formulation of comprehensive financial plans.
  • Prepare suitability letters and assist in crafting detailed client reports.
  • Collaborate with the wider team to ensure a cohesive and client-focused approach to service delivery.
  • Stay informed about industry trends, regulations, and best practices to enhance the quality of financial advice.


To be considered:

  • Proven experience in a Paraplanner role within the financial services industry.
  • Strong knowledge of financial planning concepts, products, and regulations.
  • Excellent organisational and time-management skills.
  • Proficiency in using financial planning software and tools.
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