Paraplanning Manager Stockport Salary up to £60,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an experienced Paraplanner to join their thriving business and fully lead a Team of Responsibilities:
- Supporting the Paraplanners in research and analysis to meet client needs and objectives.
- Have a full understanding of Holistic Financial planning and be comfortable querying Financial Planners and Paraplanners.
- Have experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds and higher risk investment such as EIS/VCT/BPR.
- To provide support, where needed, to the Operations and Compliance committees.
- Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
- Continuous professional development to meet regulatory requirements and personal development needs.
- Managing team workflow and delivery against set standards.
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
- To provide technical guidance to the Client Relationship Team (CRT), assisting with product specific, technical and compliance-based queries. Working with CRT and manager to ensure advice is implemented accurately and compliantly.
- Improving research and suitability report processes and templates.
- Continually update the Director of operations and the board on the team workload position, resource needs and improvements in design.
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