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- Tasks: Lead and manage the paraplanning team, ensuring smooth operations and client satisfaction.
- Company: Join a dynamic firm in Holborn, specialising in personalised wealth management for private clients.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional development.
- Why this job: Be part of a collaborative culture that values innovation and client relationships.
- Qualifications: 4+ years in paraplanning with management experience; ideally chartered or near chartered.
- Other info: Contribute to investment strategies and enhance your industry knowledge through ongoing learning.
The predicted salary is between 60000 - 80000 £ per year.
Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. This position will allow hybrid working from their office in Holborn, London.
Responsibilities:
- Managing the delegation of work to the paraplanning team who report to you directly
- Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams
- Liaising directly with the Operations Director to feed back any relevant information or issues affecting the paraplanning team as necessary
- Identify resource gaps
- Liaise as the point of contact with our outsourced paraplanner (used for overflow of department workload)
- Involvement in Monthly Operations Meetings and (as needed) with Quarterly Management Meetings
- Manage the central investment proposition
- Interpret data obtained by advisers during client meetings
- Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off
- Participate in project work for example central research projects
- Become a member of our Investment Committee and contribute to the same
- Support the development of client relationships by attending meetings when required and becoming another point of contact for clients
- Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients
- Establish strong relationships with advisers and senior management
- Regularly participate in team meetings, highlighting issues and owning actions through to resolution
- Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software
- Proactively enhance industry and company knowledge, through external and internal sources
What you will need:
- At least 4 years’ experience in a paraplanning role with management exposure within IFA firms
- Chartered (or near chartered) ideally via CII
- To be ideally educated to graduate level
- An ability to quickly and independently make sound decisions
Ideally have experience of:
- Third party research projects including platforms, SIPPs and fund research
- IT solutions such as FE Analytics, Voyant, CashCalc and Xplan
- A proven track record of delivering written financial advice
- To be effective at technical and product whole of market researching
- Experience with training and development of paraplanners including development plans, appraisals and if required, performance improvement plans
Head of Paraplanning - London, Holborn (London) employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Paraplanning - London, Holborn (London)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already in paraplanning or management roles. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in paraplanning.
✨Tip Number 2
Familiarise yourself with the specific software and tools mentioned in the job description, such as FE Analytics and Xplan. Consider taking online courses or tutorials to enhance your proficiency, as this will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Prepare to discuss your management experience in detail during interviews. Think of specific examples where you successfully led a team, resolved conflicts, or improved processes, as these will showcase your leadership skills and ability to manage a paraplanning function effectively.
✨Tip Number 4
Stay updated on the latest developments in investment tax and retirement planning. Being knowledgeable about current regulations and market trends will not only help you in interviews but also position you as a valuable asset to the team.
We think you need these skills to ace Head of Paraplanning - London, Holborn (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning and management. Focus on your achievements, particularly those that demonstrate your ability to lead a team and improve efficiency.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities and requirements listed in the job description. Use examples from your past experience to illustrate how you meet these criteria.
Showcase Your Technical Skills: Since the role requires familiarity with various IT solutions and financial advice delivery, mention any specific software or tools you have used, such as FE Analytics or Xplan, and how they contributed to your success.
Highlight Leadership Experience: Emphasise your management experience and your ability to develop and train paraplanners. Provide examples of how you've successfully led teams and improved their performance in previous roles.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Leadership Skills
As a Head of Paraplanning, you'll be managing a team. Be prepared to discuss your leadership style and provide examples of how you've successfully managed teams in the past. Highlight any experience you have in delegating tasks and resolving conflicts.
✨Demonstrate Technical Knowledge
Make sure you are well-versed in the technical aspects of paraplanning, including investment tax and retirement planning. Be ready to discuss specific tools and software you’ve used, such as FE Analytics or Xplan, and how they have helped you in your previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare for scenarios where you might need to interpret data from client meetings or conduct complex calculations. Think about how you would approach these situations and be ready to articulate your thought process.
✨Emphasise Relationship Building
This role involves liaising with various stakeholders, including advisers and clients. Be prepared to discuss how you build and maintain relationships, and provide examples of how you've supported client relationships in your previous positions.
