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A very exciting position has just arisen at this National Wealth Management Firm with a large base in Glasgow and Edinburgh.Management of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers.In this role, you will also be responsible for a number of centralised Paraplanning or technical activities.RESPONSIBILITIES
- Recruit, manage, train and develop high calibre Paraplanners within budget and headcount levels, to support a number of Advice practices
- Train and monitor new employees and to ensure their sign off as competent within agreed timescales
- Supporting, developing and mentoring candidates from the Paraplanning Subs Bench and trainee Paraplanners
- Working with the other Paraplanning Managers, ensuring sufficient resource and technical coverage is available for all types of report writing
- First line checks on quality of reports, turnaround times and adherence to processes
- Supporting the Managing Director in any regional / Practice based activities
- Supporting the Technical Manager, Advice Services in centralised technical and Paraplanning activities such as maintaining the Paraplanning Procedures and Intranet
To succeed you will need:
- Level 4 Diploma in Regulated Financial Planning (CII/LIBF)
- Previous experience in Paraplanning
- Ability to coach, mentor and develop staff
- Lead from the front
To be considered you must have previous experience within a financial services technical role. Experience as a Paraplanner Manager is be preferable.In return our client are offering an attractive basic salary, flexible benefits package and hybrid working.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
