Financial Services Manager

Paraplanning Manager - Join our Dynamic Finance Team!

Are you a talented individual with a passion for finance and excellent leadership skills? We are currently seeking a Paraplanning Manager to join our vibrant and successful finance organisation. If you have experience managing and training others, and you're looking for an exciting opportunity to make a positive impact, we want to hear from you!

About Us:

At our finance organisation, we pride ourselves on providing exceptional financial services to our clients. With a dedicated team and a strong commitment to professional development, we continuously strive for excellence. As our Paraplanning Manager, you will play a crucial role in the success of our team and ensure the delivery of outstanding service to our valued clients.

Responsibilities:

Lead and manage a team of paraplanners, providing guidance and support to enhance their performance

Develop and maintain effective systems and processes to streamline the delivery of financial advice and services

Oversee the compliance and regulatory obligations within the paraplanning function

Collaborate with our Financial Advisors to ensure accurate and timely preparation of financial plans

Conduct regular training sessions and workshops to upskill the team and enhance knowledge

Maintain strong relationships with key stakeholders, including clients and external service providers

Requirements:

Previous experience managing or training a team of paraplanners within the finance industry

A deep understanding of financial planning systems, processes, and regulations

Strong leadership and communication skills with the ability to inspire and motivate others

Exceptional attention to detail and the ability to work effectively under pressure

Relevant industry qualifications will be highly regarded

Benefits:

Competitive annual salary ranging from £50,000 to £60,000, commensurate with experience and qualifications

Permanent, full-time position with excellent opportunities for career growth and professional development

Join a collaborative and supportive team that values your contributions

Access to a range of employee benefits and perks

If you are a dedicated and motivated professional seeking a challenging role with a respected finance organisation, then we would love to hear from you. Apply now and take the next step in your career!

Please note that only successful candidates will be contacted. All applications will be treated in strict confidence and used exclusively for recruitment purposes.

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.