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- Responsible for directly managing the Paraplanning Team
- Provide new joiners a comprehensive induction and monitor/record the ongoing training requirements of the paraplanning team.
- Ensure adherence to FCA (Financial Conduct Authority) rules as defined in the firm's compliance procedures
- Work with the senior leadership team to create and maintain all Suitability and letter templates are kept up to date.
- Analyse clients' financial needs and goals, to develop lifetime planning strategies and to proactively provide an ongoing advice service to our clients
- Carry out product and fund research using research tools
- Minimum Level 4 qualified and ideally studying towards/completed Level 6
- Experience managing/leading a team of Paraplanners
- Proven experience within a Financial Advice environment
Paraplanner Team Manager - Leeds, United Kingdom - Clayton Davies
Description
Job Description
We are working exclusively with a successful financial planning business who are looking for a Paraplanning Manager to join the business. You will be responsible for managing a team of paraplanners to deliver an exceptional level of service to both their financial planners and clients.
Key Responsibilities:
Experience Required: