Paraplanning Manager

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 companys 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.

Candidate Profile

Commercial acumen

Client focused


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 FCAs Principles for Businesses and Conduct of Business rules

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.

Do you have the Certificate in Financial Planning?

Are you Level 4 Diploma qualified?

Do you have a comprehensive working knowledge of the FCAs Principles for Businesses and Conduct of Business rules?

Postcode M5 3EJ (Manchester)

Manchester, England, UK