Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a team of Paraplanners while managing cases and mentoring trainees.
- Company: Join a multi-award winning, people-focused Independent Financial Advice firm in Farnborough.
- Benefits: Enjoy a salary of £50,000 - £52,000, hybrid working, and generous holiday plus perks.
- Why this job: Be part of a supportive culture where your career ambitions can thrive and make an impact.
- Qualifications: Must hold Level 4 Diploma in Financial Planning and have mentoring experience in Financial Services.
- Other info: Participate in charity initiatives with a day off for volunteering each year.
The predicted salary is between 50000 - 52000 £ per year.
This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis. As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front. In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor. You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience.
Paraplanner Team Leader Requirements
- You must hold Level 4 Diploma in Financial Planning or equivalent
- You must have experience as a Paraplanner with a wide range of skills and knowledge
- You should have successfully mentored and developed individuals (ideally within Financial Services)
The Company
This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members' success.
Paraplanner Benefits
- Salary of £50,000 - £52,000
- Hybrid working with level of office presence to be discussed at interview
- Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more!
- Regular charity initiatives, including 1-day annual allowance for charity work
Locations
Farnborough
Paraplanner Team Leader employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Team Leader
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in financial planning. This will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who are already in leadership roles. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your mentoring experiences in detail. Think of specific examples where you've successfully developed others, as this is a key aspect of the Paraplanner Team Leader role.
✨Tip Number 4
Research the company culture and values of the firm in Farnborough. Tailoring your conversation to align with their people-focused approach can set you apart from other candidates.
We think you need these skills to ace Paraplanner Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and any leadership roles you've held. Emphasise your Level 4 Diploma in Financial Planning and any relevant skills that align with the job description.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about the role of Paraplanner Team Leader. Mention your mentoring experience and how you can contribute to the team's success while managing the pipeline effectively.
Showcase Relevant Experience: When detailing your work history, focus on specific examples where you've successfully mentored others or managed paraplanning duties. Use metrics or outcomes to demonstrate your impact in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Leadership Skills
As a Paraplanner Team Leader, it's crucial to demonstrate your ability to manage and mentor a team. Prepare examples of how you've successfully led teams in the past, highlighting your mentoring experiences and how you've developed individuals within the financial services sector.
✨Demonstrate Technical Knowledge
Make sure to brush up on your technical skills related to paraplanning duties. Be ready to discuss your experience with fact-finds, tax calculations, and suitability reports. Showing that you can challenge Financial Advisers appropriately will also set you apart.
✨Understand the Company Culture
Research the company’s values and culture before the interview. Since they pride themselves on being people-focused, think about how your personal values align with theirs and be prepared to discuss this during the interview.
✨Prepare Questions for the Interviewers
Having insightful questions ready shows your genuine interest in the role and the company. Ask about their approach to team development, the challenges they face in the industry, or how they measure success in the Paraplanner Team Leader position.
