At a Glance
- Tasks: Lead a dynamic team of paraplanners and enhance technical support processes.
- Company: A growing UK financial planning firm with a collaborative and innovative culture.
- Benefits: Competitive salary up to £55,000, hybrid working, and professional development opportunities.
- Other info: Join a supportive environment with excellent career growth potential.
- Why this job: Take ownership of a vital role in a forward-thinking business and make a real impact.
- Qualifications: Experience in paraplanning leadership and strong technical knowledge in finance.
The predicted salary is between 55000 - 55000 € per year.
A growing and well-established UK financial planning firm is seeking an experienced Paraplanning Team Leader to join its expanding support function. This is an excellent opportunity for an experienced senior paraplanner or existing team leader looking to take ownership of a technical support team within a collaborative and forward-thinking business. The role will focus on overseeing the day-to-day paraplanning function, ensuring high-quality technical support, maintaining compliance standards and driving operational efficiency across the team.
Key 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.
Paraplanning Team Leader in Bristol employer: Eden Rose
Join a dynamic and supportive financial planning firm in Bristol, where your expertise as a Paraplanning Team Leader will be valued and nurtured. With a strong emphasis on collaboration and professional development, this role offers you the chance to lead a dedicated team while enjoying the flexibility of hybrid working. Benefit from a competitive salary and a culture that prioritises employee growth, ensuring you thrive in a rewarding and meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning 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 ours. A friendly chat can often lead to job leads that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves overseeing complex cases and compliance standards, make sure you can confidently discuss your experience with pensions, investments, and protection.
✨Tip Number 3
Showcase your leadership skills! Be ready to share examples of how you've managed teams or improved processes in your previous roles. We love to see candidates who can demonstrate their ability to drive operational efficiency.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for talented individuals to join our collaborative team.
We think you need these skills to ace Paraplanning 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 paraplanning leadership experience and any relevant qualifications like DipPFS. We want to see how you fit into our team!
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Whether it’s improving workflows or leading a successful project, we love to see how you've made an impact in your previous roles.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon unless it’s relevant. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
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 paraplanning functions.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed and developed a team in the past. Highlight your experience in overseeing suitability report production and how you've improved workflows and processes within your team.
✨Understand Compliance Inside Out
Familiarise yourself with FCA requirements and Consumer Duty principles. Be prepared to discuss how you've ensured compliance in your previous roles and how you would maintain these standards in the new position.
✨Be Ready to Collaborate
Think about how you've worked with advisers, compliance, and operational teams in the past. Prepare to share specific examples of successful collaborations and how they led to improved outcomes for clients or the business.
