Paraplanning Manager
Location: Bromsgrove Head Office
Working model: Office Based with Hyrbid Working
Contract type: Permanent
Hours: Full-time
This is a fantastic opportunity to join our team at AFH Wealth Management.
AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.
We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.
The role:
To oversee and line manage the paraplanning team to ensure timely, efficient and accurate research and financial planning reports are completed for AFH advisers. Act as a ‘go-to’ for questions and queries across the team, lead support for training new employees as well as taking on additional responsibilities such as projects outside the usual client work.
As our Paraplanning Manager, you will be responsible for:
Managing team workflow requirements effectively, ensuring the team adheres to SLAs and key performance metrics, and escalating any issues if necessary. Holding regular meetings with individuals, whilst also contributing and assisting in the running of wider team meetings
What we are looking for in our ideal Paraplanning Manager:
Diploma in Financial Planning as a minimum qualification requirement
Demonstrable experience managing, training and mentoring a team effectively
Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning report
Experience in an IFA environment, demonstrating quality communications of constructive feedback
A high level of accuracy and attention to detail in written/numerical skills
Good working knowledge of Microsoft Office applications
Benefits and Perks at AFH
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/. If you have any questions about this vacancy please contact the People Resourcing Team on [email protected].
We look forward to hearing from you!
