NELSON SCOTT RECRUITMENT SERVICES

The role The Advice Manager plays a key role in making sure the correct financial advice is given and operations run efficiently. This is a leadership role that sits at the heart of our advice teams, making sure everything runs smoothly behind the scenes so our Advisers can focus on what they do best: helping clients. More detail about the role? As an Advice Manager, you'll lead the advice support functions made up of our paraplanning and Planning Support teams. Ensuring operational efficiency, consistency, and collaboratively across all teams, delivering high quality support to Advisers and clients. You'll be the main person for team performance, hiring, development, and day-to-day operations. You can also help shape how we work by improving processes and sharing best practice across teams. Leading Paraplanning and Planning Support teams Reporting directly to the Team Manager and acting as a key leadership figure Ensuring smooth workflows and resource allocation so Advisers can spend more time with clients Driving operational excellence and consistency across Pods Hiring, developing, and managing team members with support from our HR team Using data and performance metrics to improve service and support bonus schemes Supporting onboarding and ongoing training in partnership with our financial planning training team Acting as the first point of contact for team issues or escalations Championing process improvements and aligning teams through standardised ways of working Candidate profile Ideally the candidate will have an extensive knowledge of Paraplanning and Planning Support Strong operational oversight with expertise in financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence. Minimum of 3-5 years experience in paraplanning or planning support. Excellent stakeholder management, collaborating with leadership, training, and support teams. Familiarity with FCA regulations and compliance standards within financial advice firms. Qualifications A minimum of CII DipPFS level 4

We are looking for a technical paraplanner to join our centralised Paraplanning Hub and assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients, through the production of wealth planning reports. Key Accountabilities Liaise with the Wealth Planning Administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner. Ensure product research is kept up to date. Production of client reports within agreed timescales. Obtain and prepare paperwork required for client meetings and business submission. Deal with all forms of client communications including, where necessary, arranging and/or attending (as required) client meetings for the Wealth Planners. Build technical knowledge. Candidate Profile Will hold the CII DipPFS qualification or higher Will have at least 12 months of report writing experience, preferably within a Wealth Management setting Will possess a client focus and concern for quality, ensuring client satisfaction and retention Will actively participate in knowledge sharing amongst the Wealth Planning and Investment Management teams Maintains a full and proper understanding of the financial services market A diligent worker with a high level of attention to detail

We are looking for a technical paraplanner to join our centralised Paraplanning Hub and assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients, through the production of wealth planning reports. Key Accountabilities Liaise with the Wealth Planning Administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner. Ensure product research is kept up to date. Production of client reports within agreed timescales. Obtain and prepare paperwork required for client meetings and business submission. Deal with all forms of client communications including, where necessary, arranging and/or attending (as required) client meetings for the Wealth Planners. Build technical knowledge. Candidate Profile Will hold the CII DipPFS qualification or higher Will have at least 12 months of report writing experience, preferably within a Wealth Management setting Will possess a client focus and concern for quality, ensuring client satisfaction and retention Will actively participate in knowledge sharing amongst the Wealth Planning and Investment Management teams Maintains a full and proper understanding of the financial services market A diligent worker with a high level of attention to detail