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- Tasks: Lead and oversee the paraplanning department, ensuring high-quality support for financial planning.
- Company: Join a dynamic, medium-sized financial planning firm in South Leicester with a strong local presence.
- Benefits: Enjoy competitive salary, professional development opportunities, and a supportive team environment.
- Why this job: Be part of a collaborative culture that values leadership and innovation in financial services.
- Qualifications: Must be Diploma qualified with experience in paraplanning and team leadership.
- Other info: This role offers a chance to shape the future of the paraplanning team.
The predicted salary is between 43200 - 72000 £ per year.
This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm.
Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the front as a Diploma qualified individual with strong paraplanning technical experience and expertise.
The business is proud of the internal development they offer to their team, which you should look to embrace through supporting team development and process improvement.
Your duties will include:
- Oversee and manage workload through delegating tasks / workflows, focusing on prioritising works, turnaround times, managing Financial Adviser needs and meeting case deadlines
- Report to the Senior Management team
- Provide process improvement across your team and the wider business
- Providing technical help for the team, Financial Advisers and other departments
- Ensure the quality of the department is of high standard and consistent
- Provide staff training and mentoring, including tracking progress
- Hold regular 1:1s, departmental meetings and technical training sessions
- Be involved in Paraplanner recruitment
Head of Paraplanner Requirements
- You should have supervisory, team leader / management experience
- You should hold Level 4 Diploma qualified in Financial Planning or equivalent
- You should have strong experience within paraplanning and capable of being the Head of Paraplanning
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Head of Paraplanning Benefits
- Salary to be discussed upon application
- Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
- Up to 1 days from home, after completion of probation
- 25 days holiday plus bank holidays
- After 3 months service, generous non-contributory pension scheme and 4x DIS
- 37.5 hours per week, Monday to Friday
- Working within a business that is passionate about helping their clients
- Regular paid team events through the year to get involved in
Locations
South Leicester
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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Head of Paraplanning employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Paraplanning
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already in leadership roles. Attend local finance events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the specific challenges and trends facing paraplanning departments today. Being knowledgeable about current issues will help you demonstrate your expertise and vision during interviews.
✨Tip Number 3
Prepare to discuss your leadership style and how you’ve successfully managed teams in the past. Think of specific examples where you’ve improved processes or mentored team members, as this will showcase your suitability for the Head of Paraplanning role.
✨Tip Number 4
Familiarise yourself with the firm’s values and mission. Tailor your conversations to reflect how your personal values align with theirs, which can significantly enhance your appeal as a candidate.
We think you need these skills to ace Head of Paraplanning
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Head of Paraplanning position. Tailor your application to highlight your relevant experience and qualifications.
Highlight Leadership Experience: Since this role involves providing leadership, make sure to emphasise any previous team leadership or management experience in your CV and cover letter. Use specific examples to demonstrate your ability to lead and motivate a team.
Showcase Relevant Qualifications: As a Diploma qualified individual is preferred, ensure you clearly state your qualifications and any relevant certifications in your application. This will help establish your credibility for the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that not only outlines your skills and experience but also conveys your passion for financial planning and your vision for the paraplanning department. Make it engaging and specific to the company.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Leadership Skills
As a Head of Paraplanning, you'll need to demonstrate your ability to lead and inspire a team. Prepare examples from your past experiences where you've successfully managed a team or project, highlighting your leadership style and the outcomes achieved.
✨Understand the Financial Planning Landscape
Make sure you are well-versed in current financial planning trends and regulations. Research the firm’s approach and be ready to discuss how your knowledge can contribute to their success and how you can enhance their paraplanning processes.
✨Prepare for Technical Questions
Expect to face technical questions related to paraplanning and financial products. Brush up on your technical knowledge and be prepared to explain complex concepts clearly, as this will showcase your expertise and communication skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, goals, and challenges they face in the paraplanning department. This not only shows your interest in the role but also helps you assess if the company aligns with your career aspirations.
