FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Facilitate onboarding and capability development for new and existing paraplanners.
- Conduct quality assurance reviews of paraplanning cases, providing feedback and monitoring of quality outcomes.
- Manage clear accountabilities and stretching work objectives across the team, recognising successes and following processes to manage performance.
- Act as a subject matter expert (SME) for product and process knowledge, supporting colleagues in resolving complex queries.
- Conduct quality analysis and research to arrive at the most suitable outcome for the client.
- Undertake whole of market research on new and existing clients using FE Analytics, Cashflow modelling and in-house research tools.
- Engage with stakeholders across the business to deliver a great experience for our teams, our Partners and our Clients, managing conflict and using influencing skills where required.
- Strong people management for the paraplanning team, with accountability for influencing performance and delivering structured development to improve team and individual capability.
- Keep up to date with the latest industry knowledge in order to support advisers and communicate this effectively with the team.
Requirements
What you’ll need- Relevant professional qualification (CII Diploma in Regulated Financial Planning or suitable alternative at Level 4 or above) is essential for the role.
- Previous Paraplanning or Advice experience essential.
- Detailed knowledge of assessing suitability of complex advice outcomes.
- Detailed knowledge of Pension and Investment products is essential to the role.
- Working knowledge of Risk, Compliance and Advice in UK financial services.
- Strong communication skills with the ability to communicate with all levels.
- Excellent interpersonal skills to form effective working relationships.
- Flexibility and adaptability in a changing environment.
- Excellent organisation and prioritisation skills to be able to work to multiple competing deadlines.
- A good knowledge of private wealth products.
Benefits
Comp & perks- At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond.
- Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future.
- Our UK benefits include:
- A valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions.
- We offer Share Save and our Share Incentive Plan.
- Access to financial wellbeing and support services.
- 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days.
- Additional flexibility through our Time Off When You Need It policy.
- Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave.
- Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
quality assurancecapability developmentcashflow modellingmarket researchcomplex advice assessmentpension productsinvestment productsrisk managementcompliancefinancial advice
Soft Skills
people managementcommunicationinterpersonal skillsflexibilityadaptabilityorganisationprioritisationinfluencing skillsconflict managementstakeholder engagement
Certifications
CII Diploma in Regulated Financial Planning