Paraplanning Team Leader - Salary £50,000 - £52,000 DOE + Excellent Benefits
Based: Home Based with access to office in Hampshire
We are searching for an experienced and professional Paraplanner who is ready to move into a Paraplanning Team Leader role with our client, a large market leading wealth management firm.
Suitable candidates must be fully Diploma 4 qualified and will ideally be on the way to becoming Chartered. Your role will be to support the Paraplanning Manager with the team management daily - whilst also undertaking some paraplanning duties, specifically managing the Holistic team of Paraplanners although Defined Benefit transfer knowledge is also essential.
Key Responsibilities:
Managing the team on a day-to-day basis, ensuring pipeline management
Maintaining management information to track activity for both themselves and advisers
Taking accountability for team performance, supporting the Paraplanners achieving their goals
Mentoring and developing trainees and new starters to competent status
Providing technical support to the team, deliver training sessions to upskill knowledge
Managing quality within the team, identify trends and issues, and ensure improvements
Assisting in the development, design and implementation of processes and procedures
Contributing to change management initiatives to constantly improve and drive efficiencies
Promoting and maintain the relationship with the Business Quality Team
Being a role model and leading by example; demonstrating best practice, acting compliantly, and working efficiently, encouraging and shaping the team to be just as effective.
Deputising for the Paraplanner Manager during periods of their absence.
Ensuring that the Paraplanning team act as an effective first line defence, ensuring compliance with FCA requirements and suitability of advice.
Use research tools to ensure independent/whole of market/holistic advice is provided to the Client
Review Client Fact-Finds/Client Meeting notesagainst defined Compliance guidelines
Issue clear and accurate feedback confirming required actions to avoid complaints
Liaise with consultants for additional information to support the recommendations made
Prepare draft suitability reports within an agreed timescale for the Client
Essential Skills and Experience:
Current and proven Paraplanning experience ideally within an independent advice firm
Experience of holistic paraplanning and file checking is essential ideally 3 years minimum
Experienced within pensions specifically pensions transfers (DB schemes) - ideal but not essential
Excellent analytical and evaluation skills
Dealing with FSA objectives, Principles, advice processes and propositions
Fully Diploma 4 qualified with some advanced qualifications or willing to work towards Chartered status
Strong organisational skills with good IT skills are essential
Excellent communication skills and high level of numeracy is essential
Some supervisory experience would be ideal but is not essential
This is a great opportunity for an experienced Paraplanner to move into a Team Leader / Management role. Full training will be provided for the successful candidate on our clients business process, workflow, and back-office system.
Apply today or telephone us for more information about this role. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job.
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