Are you an experienced, career paraplanner?
Are you looking for more of a leadership and people-focused role?
Do you want to work from home, and choose your own hours?
If so, you’ve arrived at the right place. Welcome to Contract Paraplanning Services.
We are looking for a Senior Paraplanner, to work alongside our new Paraplanners in helping onboard them into CPS and ensuring they become embedded into their client business(es). You’ll also be required to oversee our broader paraplanning team to make sure they are happy, supported, productive and effective.
When our Paraplanners are happy and productive, our clients are happy. So this role is a critical piece of the CPS puzzle, and we can’t wait to find the right person to sit in this all-important seat.
About the Paraplanning Manager role
Once we connect the right Paraplanner with the right business and give the Paraplanner everything they need to do their job well, it’s a match made in heaven. Advisers can reliably delegate Paraplanning to a professional who understands their business and Paraplanners enjoy being able to do their Paraplanning work on their terms, with clarity over what is expected of them.
But finding the right paraplanners, ensuring they are ‘up to scratch’, pairing them with the right adviser and making sure both parties are happy doesn’t happen automatically. This part of the process needs some expert eyes and ownership to ensure that we are inviting the right paraplanners into our team and that our clients are delighted with the work they’re doing.
And that’s where you come in! (hopefully)
Here’s what you’ll be doing week to week
– Interviewing and recruiting new paraplanners into CPS
– Testing and training our new paraplanner recruits
– Working directly with our Client Experience Manager to scope our client paraplanning requirements and
onboarding paraplanners into their client’s way of doing things
– Pre-vetting of SOAs for new Paraplanner team members
– Paraplanner Workflow Management, ensuring work is consistently delivered on time and meets quality
standards.
– Ongoing support, training and management of our Paraplanners
– Paraplanner-client relationship troubleshooting and problem-solving, in conjunction with our Client
Experience Manager, as required
– This role may also involve some backup Paraplanning, where a Paraplanner is temporarily unable to fulfil
their obligations
The Nitty Gritty
This is a casual position, initially estimated at 2-3 days per week (this will vary each week). Over time, this position has the potential to become permanent part-time, should this be of interest to the right candidate.