CrawlJobs Logo

Regional Paraplanner Manager

chasedevere.co.uk Logo

Chase de Vere

Location Icon

Location:

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers. You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times.

Job Responsibility:

  • Lead, manage, develop, and motivate a team of Paraplanners and Report Writers to deliver exceptional support to Advisers, helping them meet fee income targets, fulfill client servicing commitments, and adhere to business quality standards
  • Oversee workflow between Advisers and the Paraplanning/Report Writing team, ensuring resource allocation aligns with business needs
  • Conduct regular one-to-one meetings and annual appraisals, setting clear objectives and individual development plans to support ongoing training and development
  • Provide high-quality paraplanning support to Private Client Advisers when required
  • Establish and promote consistent standards for the paraplanner role across regional offices
  • Ensure the production of compliant business by supervising the preparation of high-quality written advice and technical research, in line with the Company’s Business Quality Standards
  • Drive continuous improvement in the paraplanning function by evaluating processes, recommending enhancements, and implementing changes
  • Monitor and improve productivity and quality in line with KPIs and business objectives, while fostering a professional, motivated, and high-performing team culture
  • Identify opportunities to enhance the client service experience and increase adviser productivity through efficient paraplanner support, enabling Advisers to spend more time with clients
  • Ensure full compliance with regulatory requirements, including Treating Customers Fairly (TCF), Financial Crime Procedures, and other relevant policies

Requirements:

  • A confident and effective people manager with a proven ability to develop, motivate, and empower others
  • Ideally experienced in managing a large team of highly productive Paraplanners, with a track record of delivering results
  • Preferably has experience managing teams across multiple office locations
  • Extensive paraplanning experience within an IFA environment, with strong technical knowledge in pension transfers, investments, SIPPs, post-retirement planning, and inheritance tax planning
  • Strong IT skills, with proficiency in research tools—ideally including Financial Express
  • Able to balance commercial business needs with regulatory and compliance requirements
  • Excellent communication skills, with the ability to build and maintain effective working relationships at all levels
  • Capable of providing technical support and guidance to Report Writers and Paraplanners
  • In-depth understanding of financial services products and the wider financial planning landscape
  • Demonstrates the ability to work under pressure, manage competing priorities, and meet deadlines effectively
What we offer:
  • Opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance – 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year, to support your local community
  • Employee Assistance Programme with access to a 24/7 helpline
  • Access to our free mortgage service, through our internal mortgage team
  • Our Employee Forum and Diversity & Inclusion group
  • Local and companywide events in support of our company charities

Additional Information:

Job Posted:
December 07, 2025

Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Regional Paraplanner Manager

New

Sales Development Associate

Under limited supervision, uses extensive knowledge and skills obtained through ...
Location
Location
United States , Atlanta
Salary
Salary:
Not provided
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
  • General Experience - 4 to 6 months
  • s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Job Responsibility
Job Responsibility
  • Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information
  • Participates in professional organizations and activities to expand network of business contacts
  • Establishes and maintains a prospect database
  • Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals
  • Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars
  • Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products
  • Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products
  • Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors
  • Executes business development strategies on behalf of the branch
  • Gathers information and data on prospects to be used in the sales process
  • Fulltime
Read More
Arrow Right
New

Long term primary supply teacher

Are you a dedicated long-term supply teacher seeking a fulfilling contract, perh...
Location
Location
United Kingdom , Oxted, Surrey
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
March 14, 2026
Flip Icon
Requirements
Requirements
  • Long-term commitment for marking, planning, and teaching
  • Eligibility for scale payment if the placement exceeds 6 weeks
  • Full-time availability, dedicated to the teaching role
  • QTS/PGCE qualification required
  • Driving desirable for varied school locations
  • Passion
  • Positivity
  • 2 work references
  • DBS on update service or readiness to obtain one
  • Right to work in the UK
Job Responsibility
Job Responsibility
  • Marking, planning, and teaching
What we offer
What we offer
  • Refer a friend bonus scheme
  • Weekly payments with outstanding daily rates
  • Hassle-free hour submissions through our user-friendly app
  • £300 Refer a Friend bonus
  • A dedicated consultant with profound school connections
  • Personalised support for compliance and seamless on-boarding
  • Access to a multitude of schools, offering diverse experiences
!
Read More
Arrow Right
New

Primary teaching assistant

Do you have a passion for education and a desire to make a difference in young l...
Location
Location
United Kingdom , Reigate, Surrey
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
March 14, 2026
Flip Icon
Requirements
Requirements
  • A genuine passion for supporting student's educational growth and development
  • Excellent communication skills and the ability to build positive relationships with students and staff
  • Previous experience in an educational setting or relevant qualifications is advantageous
  • Flexibility, adaptability, and a proactive approach to assisting in classroom activities
  • Compliance with DBS checks and eligibility to work in the UK
Job Responsibility
Job Responsibility
  • Work collaboratively with the class teacher, providing invaluable support in various classroom activities
  • Offer one-on-one guidance to small group sessions
  • Assist in creating an engaging and inclusive learning environment where every student can thrive
What we offer
What we offer
  • Competitive pay rates
  • Flexible working arrangements
  • Access training and growth opportunities to enhance your skills
  • Collaborate with a dedicated team committed to student success
  • Refer a friend bonus scheme
  • Fulltime
!
Read More
Arrow Right
New

Retail Service Specialist

The Retail Service Specialist will support the Store Manager and Assistant Manag...
Location
Location
United States , Ottawa
Salary
Salary:
Not provided
O'Reilly Auto Parts
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong communication skills
  • Ability to obtain RSS Certification
  • Retail sales experience, preferably in auto parts
  • Automotive systems and repair knowledge
  • ASE Certification
  • Fluency in multiple languages (Spanish is highly desired)
Job Responsibility
Job Responsibility
  • Lead store team members in providing excellent customer service
  • Supervise customer service levels on the retail showroom
  • Ensure telephone is answered according to company policy
  • Ensure all buy online/ship to store, hub and store to store transfers, and DC add orders are processed in a timely manner
  • Ensure special orders and outside purchases are handled efficiently
  • Ensure retail customer returns and exchanges are processed efficiently
  • Ensure all merchandise, including core charges and warranties, are invoiced before product leaves the store
  • Ensure that Zipline messages are communicated and Image Maker and merchandising tasks are delegated and completed
  • Ensure team members are adhering to the posted work schedule
  • Perform all store opening/closing duties, including performing day end procedures, verifying/securing money/deposits
What we offer
What we offer
  • Competitive Wages & Paid Time Off
  • Stock Purchase Plan & 401k with Employer Contributions Starting Day One
  • Medical, Dental, & Vision Insurance with Optional Flexible Spending Account (FSA)
  • Team Member Health/Wellbeing Programs
  • Tuition Educational Assistance Programs
  • Opportunities for Career Growth
  • Fulltime
Read More
Arrow Right
New

Parts Specialist

The Parts Specialist will provide all retail and installer customers with a high...
Location
Location
United States , Richfield
Salary
Salary:
11.41 - 20.30 USD / Hour
O'Reilly Auto Parts
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Ability to quickly match alphanumeric sequences
  • Ability to provide outstanding, friendly and professional customer service
  • Must be able to multitask, handling customers on the phone and in the store at the same time
Job Responsibility
Job Responsibility
  • Follow and promote all company customer service programs
  • Promptly greet retail/walk-in customers
  • Assist managers and/or installer service specialists in serving the professional customers
  • Complete assigned company training
  • Provide excellent service to customers calling the store
  • Responsible for accurately maintaining and securing the cash drawer
  • Process exchanges and returns
  • Address and resolve customer complaints
  • Assist with the completion of daily image maker, and planogram updates
  • Perform various daily operational tasks
What we offer
What we offer
  • Competitive Wages & Paid Time Off
  • Stock Purchase Plan & 401k with Employer Contributions Starting Day One
  • Medical, Dental, & Vision Insurance with Optional Flexible Spending Account (FSA)
  • Team Member Health/Wellbeing Programs
  • Tuition Educational Assistance Programs
  • Opportunities for Career Growth
  • Parttime
Read More
Arrow Right
New

Specialist SEN Support Assistant

Do you possess a genuine drive to transform the lives of students with additiona...
Location
Location
United Kingdom , Reigate
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
April 21, 2026
Flip Icon
Requirements
Requirements
  • Practical experience assisting learners with SEN (Autism, ADHD, SEMH, or MLD)
  • Preferably possess a Level 2 or 3 TA qualification or substantial relevant professional history
  • Skilled at establishing quick connections with students, colleagues, and families
  • Capable of staying composed in demanding situations and acting as a dependable mentor for pupils
  • Seeking a long-term placement where you can become a cornerstone of the school environment
Job Responsibility
Job Responsibility
  • Deliver Targeted Assistance: Partner with specific cohorts or individual learners to provide a reliable foundation for their success
  • Execute EHCP Goals: Utilise Education, Health and Care Plans to facilitate customised learning objectives and developmental milestones
  • Manage Behavioural Needs: Apply uniform techniques to navigate complex behaviours and encourage healthy emotional self-regulation
  • Foster Independence: Enhance students' interpersonal skills and self-reliance, guiding them through social exchanges and everyday habits
  • Engage in Teamwork: Act as a crucial member of a diverse professional group, including classroom teachers, SENCOs, and visiting specialists
  • Provide Personal Care: Offer assistance with personal care as needed, maintaining the student's dignity and wellbeing at all times
What we offer
What we offer
  • Attractive Salary: A steady daily wage of £90.00 - £95.00
  • Professional Advancement: Access to specialised SEN workshops and career progression within Reigate academic institutions
  • Work-Life Balance: A fixed Monday-to-Friday routine during the academic terms
  • Impactful Contribution: The opportunity to observe the long-term positive evolution of a child's educational journey
  • PAYE
  • Referral Bonus
  • training and education
  • Safeguarding & Prevent
Read More
Arrow Right
New

Merchandising Specialist

The Merchandising Specialist will keep front sales floor/showroom area stocked, ...
Location
Location
United States , Houston
Salary
Salary:
Not provided
O'Reilly Auto Parts
Expiration Date
May 01, 2026
Flip Icon
Requirements
Requirements
  • Strong organizational skills
  • Ability to clearly read, write, and match numbers and letters from various sources
  • Basic computer skills
  • Must be able to work well with others in a team environment
Job Responsibility
Job Responsibility
  • Greet customers on sales floor, assist them in location of merchandise or direct them to a parts specialist if hard parts are needed
  • Check in, price, and put up stock
  • Keep merchandise on display floor fronted, full, and assist with O’Reilly Image Maker responsibilities on a daily basis
  • Change displays according to company guidelines, update planograms, complete price label changes, ensure “sale” signs are in place, etc.
  • Remove all sale material when sale ends and restore original pricing
  • Assist with stock adjustments, cycle counts, and overstock returns
  • Work with manager to complete store weekly inventory and merchandising tasks
  • Occasionally serve as a cashier or drive a delivery vehicle to make deliveries (Driving record must meet the company mandated driving eligibility requirements) when business needs dictate
  • All other duties as assigned
What we offer
What we offer
  • Competitive Wages & Paid Time Off
  • Stock Purchase Plan & 401k with Employer Contributions Starting Day One
  • Medical, Dental, & Vision Insurance with Optional Flexible Spending Account (FSA)
  • Team Member Health/Wellbeing Programs
  • Tuition Educational Assistance Programs
  • Opportunities for Career Growth
  • Parttime
Read More
Arrow Right
New

Parts Specialist

The Parts Specialist will provide all retail and installer customers with a high...
Location
Location
United States , Pensacola
Salary
Salary:
Not provided
O'Reilly Auto Parts
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Ability to quickly match alphanumeric sequences
  • Ability to provide outstanding, friendly and professional customer service
  • Must be able to multitask, handling customers on the phone and in the store at the same time
  • Familiar with automotive parts, cataloging, weatherly index system, and automotive sales or service
  • ASE certification
  • Fluency in multiple languages (Spanish is highly desired)
Job Responsibility
Job Responsibility
  • Follow and promote all company customer service programs
  • Promptly greet retail/walk-in customers in a friendly, courteous manner and assist them in their selection of merchandise
  • Assist managers and/or installer service specialists in serving the professional customers as needed and directed
  • Complete assigned company training relevant to position
  • Provide excellent service to customers calling the store on the phone
  • Responsible for accurately maintaining and securing the cash drawer
  • Process exchanges and returns for credit in a friendly manner
  • Address and resolve customer complaints in a friendly manner
  • Assist with the completion of daily image maker, and planogram updates
  • Perform various daily operational tasks
What we offer
What we offer
  • Competitive Wages & Paid Time Off
  • Stock Purchase Plan & 401k with Employer Contributions Starting Day One
  • Medical, Dental, & Vision Insurance with Optional Flexible Spending Account (FSA)
  • Team Member Health/Wellbeing Programs
  • Tuition Educational Assistance Programs
  • Opportunities for Career Growth
  • Parttime
Read More
Arrow Right