Paraplanning Manager

Job Location

Permanent, full-time

Type of Job

Published Date

27 March 2022, 23:00:00

Salford, Lancashire

About the job

Development Manager (Paraplanner Experienced)

Our client is a major UK IFA company, with offices nationwide. Due to their continued expansion, they are now looking for an experienced Development Manager with Paraplanning experience. The role will be based at the company’s Manchester office.

Job Purpose

-To develop and train paraplanners with ongoing development needs, and to deliver
paraplanner Induction content training as per business requirements.

-To assist in the design, implementation, delivery and recording of individual and group
training activity in support of the company objectives and effective conduct of our business.

-To work with paraplanners with established track records, providing development, coaching
and training support to enable them to achieve their highest potential, in terms of sales
skills, supervision skills and technical knowledge.

-To support new entrants to the company in achieving competency and minimising the time
taken for new entrants to understand and be able to follow company process and standards
and be productive in their roles.

-Assist in monitoring adherence to company policies and processes and assessing the
knowledge and skills of the paraplanner workforce and identifying risks and training needs.

There is a highly competitive salary up to £45000 on offer, plus a range of other benefits.

Please apply today if you are interested in this role.


Candidate Profile

  • Commercial acumen

  • Client focused

  • Credibility

  • Excellent IT skills

  • Sound judgement and ability to tailor a training approach to individual needs

  • Organisation, planning and self-management

  • Attention to detail

  • Willingness to travel within the UK

  • Full UK driving licence

  • Willingness to attend and deliver residential training courses


  • Modules towards Certificate in Paraplanning (or equivalent) - Essential

  • Certificate in Paraplanning (or equivalent) - Desirable

  • Diploma in Regulated Financial Planning - Desirable


  • Experience of working in a regulated Financial Services environment.

  • Experience in the construction of financial planning advice, either in an advisory, paraplanning or research capacity;

  • Experience in the construction of client facing Suitability Reports

  • Experience of coaching individuals and providing feedback

  • Experience of providing skills-based coaching

  • Experience in the identification of training needs

  • Experience in the design and implementation of training programmes and supporting documentation, as well as experience in the delivery of training

Knowledge & Skills

  • Excellent coaching skills

  • Excellent presentation skills

  • Excellent influencing skills

  • Excellent sales skills

  • Excellent organisation, planning and time management skills

  • Ability to demonstrate required level of technical knowledge and application of qualifications in the IFA environment

  • Detailed understanding of retail finance, including protection products, investments, pension products and tax planning solutions;

  • Excellent attention to detail

  • Ability to handle challenge.

  • Excellent interpersonal and relationship building skills and ability to deliver results through others

  • Good understanding of the T&C regime within a principles-based regulation model and focus on the appropriate customer outcomes

  • A comprehensive working knowledge of the FCA’s Principles for Businesses and Conduct of Business rules


£43,000 - £45,000 per annum, negotiable

About us

Financial Careers Ltd is recognised as one of the Financial Services industry’s fastest-growing recruitment agencies. With nationwide coverage, we have the capacity to build meaningful, long-lasting relationships with our clients and candidates. We are dedicated to providing you with sound career advice, finding solutions and solving recruitment problems.

​We specialise in recruiting for the Financial Services industry and cover a wide range of roles and skillsets. Including, but not limited, to Financial, Mortgage Advisers, Paraplanners, Administration, Sales, Executive Support, Marketing, Operations, Compliance, Pensions, Employee Benefits, Business Development, IT, Digital, Project Management, and Business Transformation.

We cover permanent, contract and interim positions. Whether you are a client or a candidate, we pride ourselves on being honest, realistic and straightforward to deal with.

All of our consultants have many years of recruitment experience and excellent knowledge of the UK Financial Services industry.