Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Paraplanner Manager to join their team in Perth.Role Overview:As a Paraplanner Manager, you will oversee and manage a team of Paraplanners to ensure the delivery of a high-quality, compliant, and efficient financial planning service.
The role includes:Key Responsibilities:Team Management:Conduct 1:1s, appraisals, and performance management for Paraplanners.Oversee work-flow management and collaboration between Paraplanners, Advisers, and management.Serve as the main point of contact for technical queries and ensure the team's ongoing training and development.Technical Support:Provide case/file checks and assist with suitability reports, compliance standards, and financial recommendations.Keep updated on FCA regulations and communicate relevant updates to the team.Client-Focused Activities:Participate in client meetings when necessary.Oversee portfolio reviews, prepare client recommendations, and manage portfolio adjustments and suitability assessments.Process Improvement:Collaborate with management to streamline work-flows, enhance processes, and ensure adherence to compliance controls.Implementation of Recommendations:Handle detailed tasks such as preparing suitability reports, completing applications, and adjusting investment portfolios.File Management:Ensure client files are complete, compliant, and well-documented to support financial planning recommendations.Qualifications & Knowledge:Attained or working towards the Diploma in Regulated Financial Planning.Knowledge of current Financial Planning regulations and processes.Knowledge and understanding of the high level standards expected by the FCA.Understanding and knowledge / awareness of other relevant legislation.Skills & Experience:Knowledge of financial planning practices and compliance standards.Strong communication skills, both technical and interpersonal.Demonstrated ability to manage, train, and mentor a team.Hands-on experience in suitability reporting, client interaction, and portfolio review.They offer a highly competitive salary package.
Benefits include employer funded group personal pension, Income Protection, PMI and an excellent holiday allowance.
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