Address
Form of work
SalaryA exciting opportunity for a financial services professional to join an expanding and successful independent financial advice firm in Winnersh!
Job Title: Paraplanner Manager
Location: Winnersh, Berkshire
Salary: Up to £50,000 base salary
About the firm:
Capio Recruitment is working with a successful IFA firm in Berkshire who specialise in family wealth planning and investment management advice. Their team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry.
Their mission is to give all of their client's financial security by offering the same high levels of service and giving situationally based advice, that’s entirely focused upon individual needs and requirements. This is facilitated by their close links with all the major pension providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential - to name a few.
As a result of their objective to offer high quality advice rather than maintaining a high number of clients, they are able to offer an incredibly personalised service to each and every client, forming lasting relationships through the generations.
About the role:
This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team, so a high level of organisation and time management skills is essential. You will be responsible for managing a team of administrators and paraplanners to deliver an exceptional level of service to both the financial planners and clients of the firm.
The candidate:
The successful candidate may be a successful Practice Manager with a well-established Financial Service firm, a senior paraplanner who is looking for their next move into management, or a compliance expert who has experience in managing workload/teams.
They will have a high level of numeracy, superlative communication skills, and extensive management experience, and will be looking for the opportunity to join an ambitious and energetic team within a small but rapidly expanding Independent Financial Advice firm!
Skills required:
To be considered for this unique opportunity, candidates need to have:
· Proven management experience within a Financial Advice environment (preferably independent)
· Ability to motivate and coach teams to perform at a high level
· Excellent organisational, communication and interpersonal skills
· Act as a key part of the senior leadership team, able to influence the direction and performance of those junior members of the team
· Experience using a range of Provider websites, including illustrations and New Business processing
· Familiarity with the majority of quotations systems
Industry relevant qualifications are highly desirable at Diploma or Chartered level.
Why apply?
If you are someone who has superlative communication skills, and extensive management experience, who is looking for the opportunity to join an ambitious and energetic team within a small but rapidly expanding Independent Financial Advice firm - we invite you to apply!
A competitive salary of up to £50,000 based on experience, skills and qualifications alongside a full benefits package is on offer for this role, alongside the opportunity to work within an established practice with a friendly and supportive team.
What next?
After applying, one of our specialist consultants at Capio Recruitment will be in touch to discuss your application and next stages.
Please note, due to the volume of applications we receive, all applications are appreciated but only shortlisted candidates will be contacted.
