Back to search
We are working closely with a IFA in London who are actively looking to hire a Paraplanning manager to manage their current team of 4 Paraplanners. This is an exciting opportunity for someone who is looking to join a well established and supportive business.The ideal individual for this role will have had experience of supervising or managing a small team of Admin/Paraplanners but will have a range of experience of working with complex and technical cases. Ideally you will hold Chartered status but those that are currently diploma qualified and looking to continue with their exams to obtain chartered will also be considered. Duties will include but will not be limited to:
- Managing the team to ensure maximum daily output
- Allocation of work to the team
- Lead weekly team meetings
- Be the "Go To" individual for support on technical cases
- Carry out team quarterly one to ones
- Writing engagement letters
- Request for information
- Writing suitability reports
- Ensuring financial plans and ongoing reviews for clients are delivered accurately and on time.
For more information on this Hybrid Paraplanning Manager role in London please click apply or contact me directly
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.
Our Diversity, Equity and Inclusion Mission
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.
