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- Tasks: Lead and develop paraplanning teams while enhancing financial planning support.
- Company: A well-established financial advisory firm with a strong market presence and innovative approach.
- Benefits: Enjoy remote work, generous salary, private medical, and a discretionary bonus.
- Why this job: Join a growing team focused on efficiency and professional development in financial planning.
- Qualifications: Experience in paraplanning management and strong technical knowledge required.
- Other info: Opportunity for occasional travel and a chance to shape the future of financial planning.
The predicted salary is between 68000 - 102000 £ per year.
This role is best suited for experienced Paraplanning managers, you will be running multiple offices of Paraplanners across the country. If you have strong technical knowledge, experience mentoring and managing a team, and a desire to drive efficiency in a financial planning firm, this opportunity is for you.
You will lead a team of paraplanners, ensuring high-quality financial planning support while refining processes to enhance business efficiency. The role offers remote working with occasional travel to regional bases and a salary up to £85k.
The firm is a well-established financial advisory practice with a strong presence in the financial planning space. They are directly authorised, providing independent and whole-of-market advice. With a forward-thinking approach, the business has invested in technology and compliance infrastructure to streamline processes and enhance service delivery. They are going through a period of growth with increased plans of expansion going forward.
Your primary responsibility will be to lead and develop the paraplanning teams, ensuring the smooth operation of financial planning support. You will be managing and growing the regional hubs of paraplanners, supporting their professional growth and the team’s success, driving process improvements to enhance efficiency within the paraplanning function and keeping up to date with regulatory changes, tax planning, and financial products.
Benefits:
- Salary up to £85,000
- Remote working (Travel 1 or 2 days a week)
- Death in service & Income protection
- Private medical
- Employer pension contributions
- Generous holiday days
- Discretionary bonus
How to Apply:
Click "Apply Now" to submit your CV. The process is simple, and if your experience matches, we will arrange an initial conversation.
Head of Paraplanning employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Paraplanning
✨Tip Number 1
Make sure to showcase your leadership skills during any conversations. As the Head of Paraplanning, you'll be managing multiple teams, so demonstrating your ability to mentor and develop others will be crucial.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and paraplanning. Being knowledgeable about regulatory changes and new financial products will help you stand out as a candidate who is proactive and well-informed.
✨Tip Number 3
Prepare to discuss specific examples of how you've driven efficiency in previous roles. The firm is looking for someone who can refine processes, so having concrete instances ready will demonstrate your capability.
✨Tip Number 4
Network with professionals in the financial planning industry. Engaging with others in the field can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Head of Paraplanning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing paraplanning teams and your technical knowledge in financial planning. Use specific examples that demonstrate your leadership skills and ability to drive efficiency.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and the financial planning industry. Discuss how your background aligns with the company's goals and mention any relevant achievements that showcase your capability to lead and mentor a team.
Highlight Relevant Experience: When detailing your work history, focus on roles where you managed teams or improved processes. Include metrics or outcomes that illustrate your impact, such as increased efficiency or successful project completions.
Showcase Continuous Learning: Mention any recent training, certifications, or courses related to financial planning, regulatory changes, or management. This demonstrates your commitment to staying updated in the field and your readiness to lead a team effectively.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Leadership Skills
As a Head of Paraplanning, you'll be leading multiple teams. Be prepared to discuss your previous leadership experiences, how you've mentored others, and the strategies you've used to drive team success.
✨Demonstrate Technical Knowledge
This role requires strong technical knowledge in financial planning. Brush up on the latest regulatory changes, tax planning strategies, and financial products to showcase your expertise during the interview.
✨Highlight Process Improvement Initiatives
The firm is looking for someone who can enhance efficiency. Prepare examples of how you've previously identified inefficiencies and implemented successful process improvements in your past roles.
✨Prepare Questions About Company Growth
Since the business is going through a period of growth, ask insightful questions about their expansion plans and how you can contribute to that growth. This shows your interest in the company's future and your proactive mindset.
