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Paraplanning Team Leader - Farnborough, Farnborough
Location: Farnborough, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
43a042b37aeb
Job Views:
3
Posted:
29.06.2025
Expiry Date:
13.08.2025
Job Description:
Paraplanning Team Leader - Farnborough
We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough. You will help manage the team on a day-to-day basis, ensuring pipeline management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager. You will need to understand client needs and objectives, helping to define the appropriate advice route and deliver recommendations in a clear and compliant manner.
Responsibilities:
* Manage the team daily against targets, track cases, and ensure timely delivery within SLAs
* Provide technical support and training to develop the team’s competence
* Introduce process improvements, liaising with the Paraplanner Manager
* Review and quality check client fact-finds for completeness
* Conduct case research, obtain illustrations, and support compliant recommendations
* Draft holistic financial planning advice and coordinate report issuance
* Maintain technical and market knowledge to support recommendations
Skills:
* Excellent written and verbal communication skills
* Strong analytical skills for client and team work
* Effective interpersonal skills for training and mentoring
Knowledge:
* Understanding of FCA regulations and industry guidance
* Knowledge of current industry best practices
* Experience with advice across multiple providers and products
Experience:
* Financial Services experience, preferably in life and pensions
* Previous paraplanning experience across various providers
Qualifications:
* Level 4 Diploma required; working towards Chartered status is a plus
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