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Paraplanning Manager, Bath

We are keen to hire a paraplanning manager to train, organise and care for one of the most important sides of our business, our team of paraplanners. Our leadership team want to find someone who thrives in a diverse and inclusive environment and values the importance of staff wellbeing.

Become the centre of our business

Location: Bath – BA1 3AN, with an option to work from home 1 day a week after probationary period.

Salary Details: £43,000 to £53,000 (Dependent on experience & qualifications)

Start Date: ASAP

Contract type: Permanent full-time or part-time

Working Hours: Traditional hours are 8.30am to 5pm however we welcome applications from individuals who might need some flexibility around those working hours. Please apply and stipulate this in your cover letter.

Unividual is an award-winning, family-run chartered financial planning business with offices in Bath, financial advisers in Edinburgh and a team of financial planners in our London Paddington office. Our business has 8 financial advisers, advising over 750 clients every year with £150m invested. We have a dedicated and humble team of around 10 paraplanners, at varying levels of seniority, and 5 finance interns. Currently these paraplanners are managed by the advisers they work alongside. Unividual’s leadership team would like to employ a paraplanning manager to train, organise and care for this important side of our business. Not just for the benefit of our clients and financial planners but more importantly for the benefit of our paraplanners. It is key for us that we find someone who wants to continue to drive diversity in financial services, puts great emphasis on the importance of wellbeing of staff and has good experience and competency in the technical areas of financial planning.

A benefits package centred around wellbeing and rewarding employees for loyalty

Unividual’s name reflects our core belief that everyone is unique and individual. We don’t stereotype or place people in boxes and we have spent the last 23 years perfecting a financial planning model that can be tailored to each of our clients. Unividual is a 100% holistic financial advice business, advising clients on every area of their finances. In recent years we have invested heavily in developing the technological side of our business and with advisers in Bristol, Bath, Edinburgh and London we build long-lasting relationships with clients up and down the country.

Our Unividual family is made up of just under 30 people who are proud of our values of commitment, honesty and openness, intelligence and passion. The people leading the business put the wellbeing of staff at the heart of everything they do and ensuring that staff can be their true authentic self at work. One of our main priorities since the business was established was to build and maintain a diverse workforce, which isn’t easy in an industry that is predominantly dominated by Caucasian men. The people working in our business are extremely passionate about building a business that reflects equality and in 2023 and 2022 Unividual won a Bath Life Award for the best finance business. We are currently applying to become an accredited Includability Employer and have recently been recognised as one of the Best Financial Advice businesses to work for.  Additionally Unividual have been awarded a place on the Women in Finance Charter and are an Insuring Womens Futures Ambassador.

Benefits for our Unividuals

  • 30 days holiday plus bank holidays
  • 3 weeks sick pay* increasing to 3 months after 3 years’ service
  • Christmas shut-down
  • Income protection*
  • Workplace pension, after 3 months service, including 5% employer contribution
  • Client referral bonus scheme: refer clients to Unividual to receive a 10% bonus
  • After 5 years’ service receive a Mont Blanc Pen
  • A special gift from the company after doing 10 years’ service
  • Work from home 1 day a week*
  • Automatic enrolment on Unividual’s Core Wellbeing Programme to learn about your resilience, your character and receive bespoke wellbeing support.

*Employees can take advantage of this benefit after they have passed their probation

Paraplanning Manager Job Role

1. Support the wellbeing of team members and ensure that an inclusive working culture is fostered throughout the different paraplanning teams across the business.
2. Getting involved in the recruitment and selection of staff with the support and guidance from the HR & Diversity Manager.
3. Helping to devise, create and actively manage financial planning processes to ensure financial advisers can deliver on client outcomes.
4. Ensure the team adhere to Unividual’s Compass, the Code of Conduct, as well as compliance and data procedures.
5. Identify training needs of team members and help create career and training plans.
6. Working alongside the HR & Diversity Manager to conduct regular reviews with team members and ensuring employees have what they need to reach their full potential.
7. Develop the knowledge and performance of your team on aspects of paraplanning.
8. Ensure staff are trained to the right level on computer systems and effectively use each system within their everyday role.
9. Keep your knowledge and experience up-to-date and attend training sessions and workshops.
10. Manage adviser expectations and the relationships between the advisers and the planning team.
11. Overseeing workflows of adviser teams and ensure every team member documents workflow on internal systems and there is a clear audit trail of work completed.
12. Work alongside the risk and compliance manager to streamline processes and ensure employees have the correct training and follow these processes.
13. Ensure the quality of verbal and written communication from your team to clients adheres to Unividual’s communication and compliance practices.
14. Ensure client data is securely held and properly utilised and escalate potential breaches to the Directors.
15. Liaise with key leaders within the business to ensure the paraplanning teams have what they need to operate effectively and deliver on Unividual’s corporate objectives.

Putting clients at the centre of our business

Unividual has progressed from being a small family-run company to one of the largest, privately-owned Chartered Financial Planning firms in the UK. We have strengthened our leadership team so Unividual can navigate our complex and highly regulated industry. The Leadership Board take a centralised approach to key decision making. The chain of command is clear cut and key decisions are made by just one or two entities and then pushed out from the centre of the business. This gives staff the tools and direction they need to empower them in their everyday role. Our clients sit at the heart of our organisation, with our leaders spreading Unividual’s vision outwards. This means our people can be more productive because our environment has fewer hierarchical related pressures. This structure also enables us to foster free-flowing communication and information between different parts of Unividual. This makes Unividual quick to adapt to change, a crucial quality in financial services. It also cultivates innovation and with all of Unividual’s divisions part of the same whole, working towards our common goals, Unividual has been able to maintain its carefully curated culture whilst growing. 

Application Process

Tell us your story, don’t go unnoticed.  Explain why you want to work for a business like ours and how your values are aligned with Unividual’s by sending a CV and covering letter to jobs@unividual.co.uk

Important additional points:

  • Unividual welcome and encourage a diverse range of candidates and encourage applications from underrepresented backgrounds.
  • Whilst we would like to hear from people with management experience in financial services if you are a paraplanner looking for the next step up in your career this role will come with plenty of mentoring, support, formal training and on-the-job training
  • The follow-on recruitment stages are a video interview followed by a face-to-face interview experience day.

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