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Paraplanning Manager

Job description

We are working closely with a IFA in London Fleet Street 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
  • keying stopping/changing/starting contributions/withdrawals
  • keyign drawdowns
  • keying new applicaitons
  • keying Bed & SIPP's
  • Ensuring financial plans and ongoing reviews for clients are delivered accurately and on time.

Benefits include:

  • 4 x Life Cover on Joining
  • Vitality Health Care
  • One Fund
  • 5% matched Pension contribution
  • 10% discretionary bonus paid quarterly

For more information on this Hybrid Paraplanning Manager role in London please click apply!

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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.