Paraplanning Team Lead - Hybrid, M&A Growth in Bristol

Paraplanning Team Lead - Hybrid, M&A Growth in Bristol

Bristol Full-Time 45000 - 55000 £ / year (est.) Home office (partial)
Doist

At a Glance

  • Tasks: Lead a paraplanning team, mentor staff, and ensure high-quality output.
  • Company: Titan Wealth Planning, a leader in financial advisory support.
  • Benefits: Hybrid working model, competitive salary, and professional development opportunities.
  • Other info: Join a dynamic team in a supportive environment with growth potential.
  • Why this job: Shape the future of financial planning while guiding teams through exciting M&A processes.
  • Qualifications: Proven leadership experience and knowledge of regulatory standards.

The predicted salary is between 45000 - 55000 £ per year.

Titan Wealth Planning is seeking a capable leader to head a paraplanning group supporting Independent Financial Advisers and clients.

You will mentor paraplanners across locations, ensuring high-quality output and adherence to procedures.

Ideal candidates will have direct people management experience, strong leadership, and the ability to guide teams through mergers and acquisitions while maintaining regulatory standards.

The role operates on a hybrid basis from Bristol with home-based days.

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Paraplanning Team Lead - Hybrid, M&A Growth in Bristol employer: Doist

Brink's is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to drive global commercial strategies in the ATM lifecycle solutions sector. With a strong focus on professional development and growth opportunities, employees are encouraged to expand their skills while contributing to sustainable growth and operational excellence. Located in a dynamic environment, Brink's offers unique advantages such as a diverse team and the chance to build long-term partnerships with global customers, making it a rewarding place to advance your career.

Doist

Contact Details:

Doist Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Paraplanning Team Lead - Hybrid, M&A Growth in Bristol

Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Doist. You never know who might be your next boss or a crucial contact!

Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Doist.

Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Doist. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace Paraplanning Team Lead - Hybrid, M&A Growth in Bristol

Leadership
People Management
Mentoring
Regulatory Compliance
Mergers and Acquisitions (M&A)
Quality Assurance
Procedural Adherence

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Doist and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Doist how you can be a team player!

How to prepare for a job interview at Doist

Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Doist.

Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

Connect with Company Goals

Familiarise yourself with Doist's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!