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 pipleine management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager. You will need to understand the client needs and objectives, helping to define the appropriate advise route and deliver recommendations in a clear and compliant manner.
Responsibilities:
1. Daily team management against individual targets, case tracking, ensuring timely delivery of urgent and non-urgent cases within set SLA’s
2. Providing technical and problem-solving support, ensure training & development to build the team to competent status
3. Continuously introduce improvements within processes and systems, liaising with the Paraplanner Manager to implement them.
4. Working with the Paraplanner Manager to maintain an effective Paraplanning team
5. To review and quality check client fact-finds to ensure the information provided allows fund and product research to be undertaken
6. Complete all case research, obtain illustrations and associated documents to support the recommendation and maintain compliant files
7. Set down holistic financial planning advice using the information provided to draft a recommendation report; use own knowledge and expertise to construct a draft advice report where t...