Assistant Paraplanning Manager - JWS Resources - London

Assistant Paraplanning Manager – Asset Management Firm
Location: London
Salary: £40k – £47k + package (dependent on experience)
Role Type: Full Time; Permanent

Our client is an award-winning asset management firm, providing a range of financial services. They form part of a larger group that is listed on the London Stock Exchange, and the group is also a member of the FTSE 250. Our client is now seeking a Paraplanner wanting to take steps into a management role to report directly to the Paraplanning Managers and to assist in the management of the Paraplanning team.

Skills and attributes fundamental to the role include:

• Diploma-level qualifications (DipPFS/DipFA)


• Experience in a Paraplanning role (ideally 3+ years)


• Ability to work to deadlines whilst maintaining a high level of organisation


• Writing reports to a high standard and to tight deadlines


• Undertaking first-rate research in order to provide the best service for clients


• Compiling files and recommendations ahead of meetings in order to assist advisers


• Experience of managing/providing leadership in a team

As a part of the Paraplanning team, there will be responsibilities familiar to those experienced with Paraplanning roles. Additional managerial responsibilities for this role include :

• Reporting directly to the Paraplanning Managers with relevant queries/concerns


• Assisting the Paraplanning Manager with induction/training/development of new Paraplanners to the team


• Reporting to the Paraplanning Managers with input to Annual Performance Reviews and setting objectives


• Performing report checking duties of the team (ultimate responsibility for this lies with the Paraplanning Manager)


• Providing holiday cover for Paraplanning Managers and assisting with holiday approval for Paraplanning team


• Providing a first point of contact for sickness for the Paraplanning team


• Providing an alternative first point of contact for the Paraplanning team


• Monitoring support levels, including recruitment of new Paraplanners if necessary


• Developing management skills though training courses

Job Type: Full-time

Salary: £47,000.00 /year

Required experience: