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- Tasks: Lead a team in financial planning, ensuring efficiency and accuracy in daily operations.
- Company: Join a leading Wealth Manager with £450 million in client assets, authorised by the FCA.
- Benefits: Enjoy a competitive salary, life cover, pension scheme, and extra days off for your birthday and Christmas Eve.
- Why this job: Make a real impact in a thriving firm while developing your leadership skills and fostering team cohesion.
- Qualifications: Must have a Level 4 Diploma and experience in IFA or Wealth Management.
- Other info: This is a permanent role based in London, perfect for proactive leaders.
The predicted salary is between 45000 - 50000 £ per year.
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Ref: RP6037 Salary: £45,000 to 50,000 Contract Type: Permanent Location: London
Paraplanner Team Leader
Ref: RP6037 Salary: £45,000 to 50,000 Contract Type: Permanent Location: London
Skill Set
Paraplanner, Team Leader, Paraplanner Team Leader, Paraplanner Manager, Senior Paraplanner, Manager, Wealth Manager, Wealth Management, Financial Planning
A superb career opportunity is available with a leading Wealth Manager for a Paraplanner Team Leader. An exceptional role, for an experienced and qualified Senior Paraplanner to move into a managerial position or for an existing Team Leader.
It manages approximately £450 million of client assets, held within Pensions and Investments. The firm is directly authorised by the Financial Conduct Authority.
Paraplanner Team Leader
Are you a proactive and driven individual looking to lead a team towards excellence in the world of Financial Planning? We\’re seeking a passionate Paraplanning Team Leader to spearhead a regional IFA’s team, drive efficiency, and ensure accuracy in all operations. This is your opportunity to shine and make a real impact in a thriving IFA firm.
This is the ideal opportunity for a Paraplanner who is currently developing others and spotting training requirements across their current firm.
Paraplanner Team Leader Duties:
- Take the reins and skilfully manage the daily workflow, ensuring tasks are completed efficiently and on time.
- Be a referral point for Technical cases and the bridge between the team and senior management.
- Utilise your leadership finesse to manage resources within the team, and collaborate with other team leaders or managers when additional support is needed.
- Drive improvements by refining procedures, processes, systems, and controls, all while keeping a keen eye on enhancing quality and control measures.
- Foster a culture of cohesion and open communication, making sure all personnel, from team members to advisers and other staff, are aligned and working towards the company\’s vision.
- Deliver regular management information to showcase the team\’s success and growth, and be ready to provide valuable input during manager meetings.
Paraplanner Team Leader Requirements:
- Level 4 Diploma Qualified as a minimum.
- Experience of working with an IFA or Wealth Management firm and experience of writing tailored suitability reports for various clients.
Paraplanner Team Leader Package / Benefits:
The salary range for a Team Leader in the Paraplanning department is up to £45,000 to £50,000. Benefits include 3x life cover, a pension scheme with 5% matched contributions, days off for birthday and Christmas Eve, closure between Christmas and New Year, and free onsite parking.
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Paraplanner Team Leader employer: Recruitment Solutions (Folkestone) Ltd
Contact Detail:
Recruitment Solutions (Folkestone) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Team Leader
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current Paraplanner Team Leaders or managers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Showcase your leadership skills by discussing any experience you have in mentoring or training others. Highlight specific examples where you've improved team performance or streamlined processes, as this will resonate well with hiring managers.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in financial planning and paraplanning. Being knowledgeable about current practices will not only boost your confidence but also demonstrate your commitment to the field during interviews.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. Inquire about the company's vision for the paraplanning team and how they measure success. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
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 qualifications, particularly the Level 4 Diploma, and showcase your ability to manage workflows and improve processes.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your desire to lead a team. Mention specific examples of how you've driven efficiency and improved quality in previous roles, aligning your experiences with the job description.
Highlight Relevant Experience: When detailing your work history, focus on your experience with IFA or Wealth Management firms. Include any instances where you wrote tailored suitability reports and how you contributed to team success.
Showcase Leadership Skills: Demonstrate your leadership abilities by providing examples of how you've managed teams or mentored colleagues. Discuss your approach to fostering open communication and collaboration within a team setting.
How to prepare for a job interview at Recruitment Solutions (Folkestone) Ltd
✨Showcase Your Leadership Skills
As a Paraplanner Team Leader, demonstrating your leadership abilities is crucial. Prepare examples of how you've successfully managed teams in the past, highlighting your approach to fostering collaboration and driving efficiency.
✨Understand the Financial Landscape
Make sure you have a solid grasp of the current trends in wealth management and financial planning. Being able to discuss recent developments or regulatory changes will show that you're proactive and knowledgeable about the industry.
✨Prepare for Technical Questions
Expect to be asked about technical cases and suitability reports. Brush up on your knowledge and be ready to discuss specific scenarios where you've applied your expertise to solve complex problems.
✨Emphasise Communication Skills
Effective communication is key in this role. Be prepared to discuss how you've maintained open lines of communication within your team and with other departments, ensuring everyone is aligned with the company's vision.
