At a Glance
- Tasks: Lead and develop a team of paraplanners while ensuring compliance and improving workflows.
- Company: A well-established UK financial planning firm with a focus on growth and support.
- Benefits: Competitive salary up to £55,000, hybrid working, and opportunities for professional development.
- Other info: Dynamic environment with opportunities across the South West.
- Why this job: Join a progressive firm and make a real impact in financial planning leadership.
- Qualifications: Experience in paraplanning leadership, DipPFS qualified, and strong technical knowledge.
The predicted salary is between 45000 - 55000 £ per year.
Location: Bristol / Hybrid Working. Salary up to £55,000. A growing and well-established UK financial planning firm is seeking an experienced Paraplanning Team Leader to join its expanding support function.
Key Details
- Job Ref: 90526
- Location: Bristol
- Type: Permanent
- Salary: £45,000 - £55,000 per annum
Responsibilities
- Managing and developing a team of paraplanners
- Overseeing suitability report production and technical research
- Supporting advisers on complex cases and technical queries
- Ensuring compliance with FCA requirements and Consumer Duty principles
- Monitoring team productivity and service standards
- Improving paraplanning workflows and processes
- Supporting training and development across the team
- Collaborating with advisers, compliance and operational teams
Requirements
- Previous paraplanning leadership or senior paraplanning experience
- DipPFS qualified (or equivalent Level 4 qualification)
- Strong technical knowledge across pensions, investments and protection
- Experience reviewing suitability reports and maintaining compliance standards
- Strong organisational and people management skills
- Ability to manage workloads, deadlines and process improvements effectively
- Familiarity with CRM systems and financial planning software
If you are an experienced Paraplanner looking for a new opportunity within a progressive independent firm, we would be keen to hear from you. Please apply with your CV for consideration. If this role is not quite the right fit, we work on a range of opportunities across the South West, so please feel free to get in touch confidentially.
Paraplanner Team Leader in Bristol employer: Eden Rose
Join a dynamic and supportive financial planning firm in Bristol, where your leadership as a Paraplanner Team Leader will be valued and nurtured. With a strong focus on employee development, a collaborative work culture, and the flexibility of hybrid working, this company offers an excellent environment for professional growth and meaningful contributions to client success. Enjoy competitive salary packages and the opportunity to lead a dedicated team while ensuring compliance and enhancing workflows in a thriving sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner Team Leader in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is always a bonus!
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and compliance standards. We want you to shine when they ask about your experience with suitability reports and team management!
✨Tip Number 3
Showcase your leadership skills! Think of examples where you've successfully managed a team or improved processes. We all love a good story, so be ready to share how you’ve made a difference in your previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you, so let’s make it happen!
We think you need these skills to ace Paraplanner Team Leader in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous paraplanning leadership or senior paraplanning experience, and don’t forget to mention your DipPFS qualification!
Showcase Your Technical Knowledge:We want to see your strong technical knowledge across pensions, investments, and protection. Use specific examples in your application to demonstrate how you've applied this knowledge in past roles.
Emphasise Team Management Skills:As a Paraplanner Team Leader, your ability to manage and develop a team is crucial. Share experiences where you’ve successfully led a team, improved workflows, or supported training and development.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on board with our growing team!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Be ready to discuss how you've applied this knowledge in previous roles, particularly in managing paraplanners and overseeing suitability reports.
✨Showcase Your Leadership Skills
Prepare examples that highlight your experience in leading a team. Talk about how you've developed paraplanners, improved workflows, and ensured compliance with FCA requirements. This will show them you're not just a great paraplanner but also a strong leader.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations, like handling complex cases or resolving compliance issues. Think through your approach to these scenarios beforehand so you can demonstrate your problem-solving skills and decision-making process.
✨Familiarise Yourself with Their Tools
If you know what CRM systems or financial planning software they use, make sure you’re familiar with them. Mentioning your experience with similar tools can give you an edge and show that you’re ready to hit the ground running.
