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Paraplanner Manager

Job description

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.


  • 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.

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