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- Tasks: Lead a dynamic paraplanning team, ensuring timely case management and quality advice delivery.
- Company: Join a growing firm in Farnborough, dedicated to client success and team development.
- Benefits: Enjoy opportunities for training, career growth, and a supportive work environment.
- Why this job: Be part of a collaborative culture that values innovation and client-focused solutions.
- Qualifications: Must have Level 4 Diploma and experience in financial services and paraplanning.
- Other info: Submit your CV to Josie at Artemis Recruitment to kickstart your career!
The predicted salary is between 36000 - 60000 £ per year.
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 the client needs and objectives, helping to define the appropriate advice route and deliver recommendations in a clear and compliant manner.
Responsibilities:
- Daily team management against individual targets, case tracking, ensuring timely delivery of urgent and non-urgent cases within set SLAs.
- Providing technical and problem-solving support, ensuring training & development to build the team to competent status.
- Continuously introduce improvements within processes and systems, liaising with the Paraplanner Manager to implement them.
- Working with the Paraplanner Manager to maintain an effective Paraplanning team.
- To review and quality check client fact-finds to ensure the information provided allows fund and product research to be undertaken.
- Complete all case research, obtain illustrations and associated documents to support the recommendation and maintain compliant files.
- 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 this falls outside of templated reports/standard paragraphs.
- Co-ordinate the issue of the final recommendation report with all enclosures and upload cases to back office system.
- To maintain both technical and market knowledge as appropriate to maintain CPD and demonstrate ability to analyse, research and document recommendations across whole of market products.
Skills:
- Excellent communication skills both written and verbal.
- Strong analytical skills for both individual client work and assessment of other Paraplanner work.
- Strong interpersonal skills to ensure effective delivery of technical and process training.
- Training & Development with a track record of mentoring individuals successfully.
Knowledge:
- Knowledge of the regulatory regime and the requirements and guidance issued by the FCA and other appropriate legislative, regulatory, governmental or industry bodies.
- Good knowledge of current industry best practice.
- Industry knowledge related to advice across a wide range of providers, products, funds.
Experience:
- Financial Services experience is essential, preferably obtained in a life and pensions environment.
- Previous Paraplanning experience is essential, across a wide range of providers.
Qualifications:
- Level 4 Diploma qualified essential, working towards Chartered status is desirable.
Please submit a copy of your CV to Josie at Artemis Recruitment if you would be interested in this role.
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Team Leader
✨Tip Number 1
Familiarise yourself with the latest regulatory requirements and guidance from the FCA. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and industry standards.
✨Tip Number 2
Showcase your leadership skills by preparing examples of how you've successfully managed teams or mentored individuals in the past. Highlighting these experiences can set you apart as a strong candidate for the Paraplanning Team Leader role.
✨Tip Number 3
Stay updated on current market trends and financial products. Being able to discuss recent developments or changes in the industry during your interview will demonstrate your proactive approach and passion for the field.
✨Tip Number 4
Network with professionals in the financial services sector, especially those with paraplanning experience. Engaging with others in the industry can provide valuable insights and potentially lead to referrals or recommendations for the position.
We think you need these skills to ace Paraplanning Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and paraplanning. Emphasise your leadership skills and any previous team management roles, as well as your qualifications like the Level 4 Diploma.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Discuss how your skills in communication, analysis, and mentoring align with the needs of the Paraplanning Team Leader role.
Showcase Your Knowledge: In your application, demonstrate your understanding of the regulatory regime and industry best practices. Mention any specific experiences where you successfully navigated compliance issues or improved processes.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your documents are clear, concise, and free from typos to make a strong first impression.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Leadership Skills
As a Paraplanning Team Leader, you'll need to demonstrate your ability to manage and motivate a team. Prepare examples of how you've successfully led teams in the past, focusing on your approach to problem-solving and training.
✨Understand the Regulatory Landscape
Familiarise yourself with the regulatory requirements set by the FCA and other relevant bodies. Be ready to discuss how you ensure compliance in your work and how you keep your team updated on any changes in regulations.
✨Demonstrate Analytical Thinking
Highlight your strong analytical skills by discussing specific cases where you've had to assess complex information. Be prepared to explain your thought process and how you arrived at your recommendations.
✨Prepare for Technical Questions
Expect technical questions related to financial products and paraplanning processes. Brush up on your knowledge of current industry best practices and be ready to discuss how you would apply this knowledge in your role.
