Senior Technical Paraplanner Manager

Due to continued success, our client, a hugely respected IFA Practice, is seeking an industry-experienced, ambitious and dedicated Paraplanning Manager with a focus on technical excellence and compliance to join their Leadership Team on a permanent basis, with hybrid (4 day week) working

Key responsibilities will include:

• Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners and outsourced Paraplanners.
• Liaising with outsourcing Paraplanner firms and arranging work to be completed.
• Act as point of contact regarding queries in relation to Paraplanning work.
• Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings.
• Receiving and carrying out instructions from meeting notes/tasks from Financial Planners following client meetings.
• Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
• Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
• Generating and accurately saving research undertaken in a structured and consistent format.
• Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
• Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports.
• Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades.
• Analyse and provide specific client portfolio reporting

This is an exceptional opportunity to join a reputable firm who firmly believe in employee development and offer genuine scope for progression.