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Regional Paraplanner Manager

Locations -

Bath

Being a Regional Paraplanner Manager at Chase de Vere

Being one of the country’s top independent financial advisers is no mean feat. Our independence is key to everything we do and we believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for a Regional Paraplanning Manager to work closely with our paraplanning team to ensure our advisers receive unrivalled paraplanning support. Our overarching aim is that our clients benefit from the best independent financial advice and to do this we require a experienced paraplanning manager who has experience of managing an exceptionally knowledgeable paraplanning team.

The Role

You will manage, motivate and develop a team of report writers and paraplanners to ensure that the highest quality of written reports and research is produced.

You will work closely with the Head of Paraplanning and Senior Paraplanners to deliver an efficient and effective paraplanning service to our advisers and ensure the workload between paraplanners and advisers is evenly distributed to meet the needs of the business.

Responsibilities

• Train, manage and develop a team of report writers and paraplanners
• Ensure our Financial Advisers receive the highest standard of support
• Manage the work flow between advisers and paraplanners
• Conduct regular 121 meetings ensuring your teams continued professional development
• Recommend and develop ways in which to improve the paraplanning service and process
• Keep abreast of all industry knowledge and cascade this to your team during weekly huddles

Experience & Skills

• Diploma Level 4 qualified as a minimum
• Chartered Status
• In depth Paraplanning experience
• Excellent knowledge of pension transfers, investments, SIPPS, post retirement and inheritance tax planning

Our Values

• Be Reliable
• Think Independently
• Create Confidence

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