Paraplanning Manager - London
Our client is looking for a Paraplanning Manager to lead teams within the business in a way that supports delivery of service excellence and operational efficiency. To work with Head of Client Service, other Client Service Managers, and Commercial leaders to ensure an excellent client experience and seamless team working between the groups
Key responsibilities
Team Leadership
- Accountable for leading teams with a focus on excellent client service delivery in a way which embraces our company values and ways of working.
- Leadership of client service teams, ensuring line of sight through team goals, action plans and individual objectives aligned our client service goals and company strategy. Coach individuals to achieve high performance; support with Training and Personal Development Plans to maximise potential and inspire top talent.
- Responsible for reviewing team and individual performance against company measures and targets and providing regular updates to the Head of Client Service.
- Responsible for team training and development, ensuring there are suitable frameworks in place and resources are available from new starters through to experienced team members.
- Accountable for ensuring that processes and ways of working are regularly reviewed for effectiveness, working with the wider Client Service and Commercial leadership team to improve the way we work with a focus on client service.
- Ensure best practice determined and shared to achieve consistency across our ways of working and throughout our operational processes.
- Responsible for building strong stakeholder relationships across the business and role model the Company values and our Ways of Working
- Undertake or support projects relating to the role or team as necessary.
Team Management
- Responsible for effective resource planning, using management information in line with agreed SLAs. Ensuring Absence management, analysis of role responsibilities and skills and forecasting are carried out.
- Responsible for the delivery of service to clients across all teams, including the delivery against our service measures in line with our company goals.
- Responsible for the delivery of and reporting on controls within the teams, including accuracy, quality, and timeliness of processing.
- Responsible for recruitment, selection and embedding new support team members through acquisition or recruitment, development of frameworks to improve capability, career progression and talent retention.
- Actively manage performance within the teams through to successful conclusion.
- Work with Head of Client Service on the delivery, implementation and embedding of change, ensure all changes are delivered in line with our change management framework.
Compliance
- Work closely with Group Compliance to ensure FCA guidance is followed, and outcomes are fully compliant with FCA regulations.
- Ensure all change is managed within an appropriate risk management framework (including financial and operational risk) and in accordance with Group levels of authorisation for process changes.
- Ensure all company procedures and guidelines are adhered to.
- Maintain detailed record of all CPD activity.
Knowledge, Skills and Competencies
Role requirements
- Full time role.
- Regular travel to all Company offices.
Experience and skills
- Experience of leadership and management experience in Financial Services.
- Experience of using management information to review trends, management performance and make recommendations.
- Experience of leading organisational change.
- Strong middle and back office experience.
- Experience of end to end lifecycle of a client journey.
- Experience of delivering accurate and relevant information in an appropriate and timely manner.
- Good working knowledge of FCA Principles and Rules.
- Strong interpersonal, communication and customer service skills
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