Paraplanner Manager in London - Partners Wealth Management

About The Role

Purpose

To lead, inspire and motivate your team in line with business goals and objectives to create and maintain the UK’s leading high net worth Financial Planning & Wealth Management Proposition – for both clients and advisers.
To act as liaison between the Partner and Paraplanners in identifying best practice and strategic improvements to enhance the advice journey experience for clients & Partners to be positive and efficient for all involved.
To line manage the paraplanning team, working closely with Partners to identify and support personal and technical development of paraplanners.
Work closely with Operations Director and Training & Propositions Director to identify strategic enhancements, create & implement ongoing training and processes to promote one methodology efficiencies and wider wealth planning practices.

Responsibilities

Undertake regular performance reviews with paraplanning team, using Actus, reviewing key performance metrics and help identify development needs and action plan to progress.
Work collaboratively with training & Propositions Director to design, implement and embed key initiatives in the business.
Work collaboratively with Compliance team and highlight any areas for improvement in relation to administration processes as well as suitability report creation.
Identify automation opportunities to improve client turnaround times.
Coordinate development training sessions, involving BDM’s and other expert guests to continuously improve technical and industry knowledge and skills.
Assist with technical development of paraplanners, alongside Partners, to facilitate a thorough paraplanning process and acting as technical referral point for less experienced team members.
Creating collaborative support across the office by sharing best practice and ensuring the central guidance is kept up to date with latest tools and reference material.
Assist the Operations Director in recruiting.
Assist Training & Propositions Director in building and maintaining relationships with key third party providers/partners.
Support Senior Paraplanners to develop their relationship skills by supporting more junior team mates with technical guidance (PWM ELF).

Skills and Qualifications

Current or previous experience of leading teams.
Current or previous experiences as a Paraplanner for HNW clients, preferably in an independent firm.
Excellent technical knowledge, qualified or close to be being qualified to Level 6 (Chartered Financial Planner).
A deep understanding of & experience in all fundamental aspects of sophisticated wealth planning for HNW clients.
Ambitious, energic & highly motivated, with strong communication, decision-making and organisational skills.
Good working knowledge of relevant software applications i.e., FE Analytics, Voyant, Synaptics, Iress exchange.

Other Relevant Information

Due to the seniority of this position the jobholder will need to demonstrate high levels of personal integrity and honesty allowing them to be certified under SMCR rules.
The role will require an ability to work with individuals at all levels across the firm, requiring high levels of business acumen and emotional intelligence.

Not Specified

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