Paraplanning Manager
AFH Financial Group, Sidemoor, Bromsgrove
- Full time
- Permanent
Apply on company site
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Salary not available. View on company website.
AFH Financial Group, Sidemoor, Bromsgrove
- Onsite working
- Full time
- Permanent
Posted 1 week ago, 19 May
Job ref: dc4757dc43d940bca3b3612e39837adb
Full Job Description
identifying any training needs within the team or for specific team members. 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. Maintaining regular checks on the quality of the reports, turnaround times and adherence to processes. And, providing feedback and coaching to support the team to further improve our service delivery. Ensuring the paraplanning team adheres to all standard operating procedures in line with the FCA regulations that apply. Being involved in team projects and adhering to set deadlines. Looking out for areas in which team processes can be improved. What we are looking for in our ideal Paraplanning Manager: Diploma in Financial Planning as a minimum qualification requirement. Demonstration of knowledge, interest and experience in personal financial
planning, and in the construction of financial planning research and financial planning reports. 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 Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service. Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties. Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit. Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service. Health and wellbeing - The MediCash app puts your
health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits. Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals. Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses. Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website .
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