Paraplanning Manager

Job Title: Paraplanning Manager
Contract Type: Permanent
Location: City of London, London
Salary: £50000 - £60000 per annum + Benefits package
Reference: 10278/001_1506853062
Contact Name: Jane Paton
Contact Email:
Job Published: October 01, 2017 11:17

Job Description

About the role
Our client is looking for a Paraplanning Manager to join our Financial Planning Team to carry our research, prepare technical reports for clients and provide support to the Advisers within the team.

Job purpose:
To be a client contact point, preparing client correspondence and attending client meetings if required.
To produce and control the review of standard report documents for use by advisers.
To manage the research process into the products / investments available within the market to allow relevant product / investment panels to be maintained and due diligence regularly updated.
To take on management and mentoring responsibility for any paraplanners / graduate trainees employed by the team.
To conduct research on clients' existing financial products and to identify planning opportunities to discuss with the adviser.


Minimum of 3 A Levels, or equivalent
Diploma in Financial Planning or other equivalent level 4 financial planning qualification.
To be able to implement an effective research and paraplanning process to support the work that advisers carry out.
To manage less experienced individuals and motivate them to work effectively.
Posses a broad knowledge of the industry and products and experience in carrying out research and preparing reports
Good knowledge of MS office applications and IFA systems. Knowledge of fund rating/research systems, e.g. Financial Express/Morningstar
A proactive team player who works well under pressure
Approachable with excellent interpersonal skills, both written and verbal


Degree, or equivalent
Advanced Diploma in Financial Planning or Chartered Status.
Experience of contributing to technical meetings and proactively looking for ways to improve the service offered to clients.
Working knowledge of XPlan (IFA back office system ) and Cash flow modelling tools.
Excellent knowledge of Outlook, Word, Excel and Powerpoint