Paraplanning Manager

Updated: June 06, 2024 02:04 AM GMT

Everpool Recruitment

Blackburn

Job role: Paraplanning Manager

Salary: £50,000-£55,000

Location: Hybrid with visits 3 days to Standish, Southport or West Midlands

We are looking for a Paraplanning Manager to join a top firm based in the North West. This is a fantastic chance for a Senior Paraplanner to advance in a role managing 12 other Paraplanners based across the North West and West Midlands. You will need to be able to work 3 days in the office with visits to Standish, Southport and West Midlands.

What you will be doing

Recruit, manage, train and develop a high calibre team of paraplanners

First line checks on quality of reports, turnaround times and adherence to processes.

Working as part of the regional leadership team.

Ensure the paraplanning team adheres to all standard operating procedures, policies and processes and

in accordance with all FCA regulations that apply to the conduct of the business.

Oversee the accurate analysis of clients’ financial needs and goals, to develop lifetime... More Detail