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Manage and develop Trainee Financial Planners, ensuring compliance with regulations, delivering training, and assessing competency while fostering positive relationships within the company.

The Associate Paraplanner provides technical and administrative support to Financial Planners, preparing documentation, conducting product research, and maintaining client records.

Manage an existing client bank delivering holistic financial planning across pensions, investments, protection, tax and retirement. Maintain client relationships, run review cycles, identify growth opportunities, collaborate with internal teams, ensure FCA-compliant advice and strong service standards, and support local business development.

Draft suitability reports and recommendations, research client policy data, maintain paraplanning tools and workflows, coach and mentor team members, ensure FCA and Group compliance, manage own caseload, liaise with advisers and colleagues, and proactively improve paraplanning processes.

The Training and Competence Manager will develop Trainee Financial Planners, ensure compliance with regulations, and foster positive relationships with advisers across the region.