Are you an experienced paraplanner looking to take the next step in your career? My client is seeking a Head of Paraplanning to join their dynamic team in Milton Keynes. As the Head of Paraplanning, you will play a pivotal role in providing technical support toFinancial Planners and ensuring the delivery of exceptional client service.
Responsibilities:
* Write Financial Planning Reports to be presented to clients by our Advisers.
* Conduct research on products and assist in finding suitable solutions for our clients.
* Support client reviews and handle day-to-day queries as a point of contact.
* Arrange submission of plans to provider companies.
* Prepare client review packs and handle illustration requests.
* Train and develop new Paraplanners.
* Streamline Paraplanning processes to increase productivity.
* Support colleagues in achieving required qualifications.
* Enroll and support the team in achieiving their RO exams.
* Assist in developing Paraplanner hubs in other offices.
* Deliver training remotely.
* Stay updated with financial products and legislation.
Requirements
* Experience in a Financial Planning firm with essential Paraplanner/report writing skills.
* Expert at Managing, Training, Support and motivating a team.
* Motivated, friendly, and professional demeanor.
* Ability to communicate effectively with third parties.
* Diploma qualification is desirable, but relevant skills and experience will be considered.
* Strong organisational and multitasking abilities.
* Ability to work both independently and as part of a team.
* Flexibility and adaptability to cope with change.
Benefits
* Salary: Competitive, dependent on experience and qualifications (available upon request)
* Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, and Corporate Eyecare.
Be part of a company that values professionalism, growth, and excellence in client service. Apply now to become our Head of Paraplanning and take your career to new heights.
Apply today