CrawlJobs Logo

Regional Paraplanner Manager

chasedevere.co.uk Logo

Chase de Vere

Location Icon

Location:

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

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

Icon
Chase de Vere - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

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

Briefcase Icon

Similar Jobs for Regional Paraplanner Manager

Independent Financial Adviser

My client is currently looking for an experienced or Trainee Financial Adviser t...
Location
Location
United Kingdom , Penrith
Salary
Salary:
50000.00 - 70000.00 GBP / Year
idexconsulting.com Logo
IDEX Consulting Ltd
Expiration Date
July 30, 2026
Flip Icon
Requirements
Requirements
  • A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions
  • A history of delivering quality, fee based advice or experience of working as a Paraplanner looking to take the next step
  • Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status
  • Able and willing to travel regionally to accommodate client facing appointments
Job Responsibility
Job Responsibility
  • Take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice
  • As a Trainee Financial Adviser you will be fully supported and shadow an experienced Adviser until ready to take on a portfolio of clients
  • You will be supported with an established and growing business development, marketing and operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region
What we offer
What we offer
  • Competitive starting salary, bonus structure and package
  • Flexible working, with structured career and professional development initiatives
  • Fulltime
Read More
Arrow Right

Financial Adviser

Are you an adviser who writes your own suitability reports or an experienced, le...
Location
Location
United Kingdom , Manchester
Salary
Salary:
50000.00 - 65000.00 GBP / Year
idexconsulting.com Logo
IDEX Consulting Ltd
Expiration Date
July 19, 2026
Flip Icon
Requirements
Requirements
  • Minimum Level 4 qualified
  • Strong influencing and communication skills to build and maintain trusted and strong relationships with clients
Job Responsibility
Job Responsibility
  • Execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements
  • Undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered
  • Manage a portfolio of clients (90 - 100) and maintain recurring income stream
  • Deliver high quality financial planning remotely and achieving required quality standards on a consistent basis
  • Identify additional opportunities from clients while deepening our understanding of their needs
  • Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures
  • Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile
  • Build links with the clients' other professional advisers to help the client meet their needs
  • Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues
What we offer
What we offer
  • Bonus
  • Excellent holidays
  • Top pension scheme
  • PHI
  • PMI
Read More
Arrow Right
New

Director of Finance / Controller

My client is a well-established, highly profitable $300- 400 million dollar priv...
Location
Location
United States , New York
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • MUST have experience within the product-based sector, ideally wholesale/apparel, open to retail and manufacturing backgrounds
  • A minimum of a BA/BS in accounting from a top accredited school
  • B4/Public Accounting and/or a CPA are a +
  • 10+ years of experience
  • Exceptional communications skills are required
  • A great dynamic personality and the ability to work along your fellow colleagues is crucial
  • He or she must be able to effectively collaborate with individuals both inside and outside the company
Job Responsibility
Job Responsibility
  • Work on special projects with the CFO
  • Support FP&A function, treasury and cash flow
  • Supporting the Controllership team
  • Identify ways to improve process, automation, procedure
What we offer
What we offer
  • Discretionary bonus
  • Fulltime
Read More
Arrow Right
New

Bookkeeper

We are seeking a strong Bookkeeper to support a client of ours on an interim bas...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–5+ years of bookkeeping or full-charge accounting experience
  • Strong knowledge of accounting principles and financial reporting
  • Experience with accounting software (QuickBooks, Xero, Sage, etc.)
  • Proficient in Excel and financial data management
  • Experience with payroll processing and/or coordination preferred
  • High level of accuracy, organization, and confidentiality
  • Strong communication skills and ability to work independently
Job Responsibility
Job Responsibility
  • Maintain accurate financial records, including accounts payable, accounts receivable, and general ledger entries
  • Perform bank and credit card reconciliations, ensuring all transactions are recorded and discrepancies are resolved
  • Process payroll or coordinate with third-party payroll providers to ensure accuracy and timeliness
  • Prepare financial reports such as profit & loss statements, balance sheets, and cash flow summaries
  • Manage invoicing, collections, and cash application for customer accounts
  • Track expenses, budgets, and support basic financial analysis for management
  • Ensure compliance with accounting policies and assist with year-end close and tax preparation
  • Work with external accountants or auditors to provide required documentation
Read More
Arrow Right
New

Registered Nurse

Looking for bank work that still feels like you belong? At Riverside Court Care ...
Location
Location
United Kingdom , Maryport
Salary
Salary:
20.47 GBP / Hour
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • NMC Registered Nurse
  • Calm, confident clinical decision-maker
  • Strong communicator and team player
  • Passionate about delivering dignified, person-centred care
  • Shares our core values: Humility, Accountability, Achievement, Passion & Integrity
Job Responsibility
Job Responsibility
  • Assess, plan and deliver outstanding nursing care
  • Develop and review person-centred care plans
  • Safely administer and record medication (in line with NMC guidelines)
  • Support and mentor care team colleagues
  • Work closely with families and multi-disciplinary professionals
  • Maintain accurate clinical documentation
  • Complete mandatory training and stay professionally up to date
What we offer
What we offer
  • Retail, travel & lifestyle discounts
  • Flex Earn – access your earned wages
  • Free counselling for you and your family
  • Employee of the Month (£30 voucher)
  • Career development & funded training
  • Salary sacrifice pension scheme
  • Blue Light Card (up to 50% off at 100s of retailers)
  • Free eye test & discounted glasses
  • Cashback card – save up to £500 per year
  • Wellbeing portal (mental health support, fitness plans, meditation & more)
  • Parttime
Read More
Arrow Right
New

Bookkeeper

Location
Location
United States , Denver
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Prior experience in a bookkeeper or staff accountant level role is needed
  • Strong working knowledge of QuickBooks software
  • High attention to detail and accuracy
  • Ability to work onsite on a flexible part-time schedule
Job Responsibility
Job Responsibility
  • Perform day-to-day bookkeeping activities, including accounts payable, accounts receivable, journal entries, and general ledger work
  • Maintain accurate financial records in QuickBooks
  • Assist with month-end reconciliations and related accounting support
  • Support sales tax processes across multiple states
  • Work alongside internal leadership and external accounting support
  • Help ensure accuracy and completeness of financial data and transactions
  • Partner with internal team members on ongoing accounting and bookkeeping needs
What we offer
What we offer
  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • 401(k) plan
  • Free online training
  • Parttime
Read More
Arrow Right
New

In Store Team Member

As an Instore Team Member, you’ll be at the heart of our store, making delicious...
Location
Location
United Kingdom , Middlesbrough
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Positive, can-do attitude and a passion for great customer service
  • No previous experience required - full training and induction provided
  • Able to work quickly and efficiently, especially during busy periods
  • Good communication skills and a team player
  • Attention to detail and pride in your work
  • Willingness to learn and take on new challenges
  • Right to work relevant to store location
Job Responsibility
Job Responsibility
  • Prepare pizzas and side items to Domino’s high standards
  • Serve customers face-to-face and by phone, taking orders and payments
  • Maintain food hygiene and safety standards at all times
  • Support with cleaning, restocking and general store duties
  • Contribute to local marketing activities (e.g. leaflet drops, events)
  • Work flexibly across shifts, including evenings and weekends
What we offer
What we offer
  • Competitive hourly pay (with opportunities for progression)
  • 28 days paid holiday per year (includes BH, pro rata for part time)
  • Flexible working hours to suit your lifestyle
  • Staff discount on our delicious food
  • Company pension scheme (where eligible)
  • Family Leave policies in place
  • Paid training and clear career progression pathway with linked pay increases
  • Supportive, inclusive, and fun team environment
  • Employee recognition opportunities
Read More
Arrow Right
New

Assistant Executive Housekeeper - Hoi An Marriott Resort & Spa

Assists in the oversight of the daily shift operations of Housekeeping, Recreati...
Location
Location
Vietnam , Hoi An
Salary
Salary:
Not provided
https://www.marriott.com Logo
Marriott Bonvoy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or GED
  • 1 year experience in the housekeeping or related professional area
  • OR 2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major
  • no work experience required.
Job Responsibility
Job Responsibility
  • Ensures guest room status is communicated to the Front Desk in a timely and efficient manner
  • Works effectively with the Engineering department on guestroom maintenance needs
  • Supervises the property general cleaning schedule
  • Obtains list of rooms to be cleaned immediately and list of prospective check-outs or discharges to prepare work assignments
  • Inventories stock to ensure adequate supplies
  • Assists in the supervision of daily Housekeeping shift operations and ensures compliance with all housekeeping policies, standards and procedures
  • Assists in the ordering of guestroom supplies, cleaning supplies and uniforms
  • Supports and supervises an effective inspection program for all guestrooms and public space
  • Communicates areas that need attention to staff and follows up to ensure understanding
  • Ensures all employees have proper supplies, equipment and uniforms
  • Fulltime
Read More
Arrow Right