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For Companies At a Glance
- Tasks: Lead and manage a dynamic paraplanning team while driving investment strategies.
- Company: Join a respected, independent wealth management firm known for high-quality financial advice.
- Benefits: Enjoy hybrid working, generous holidays, and career growth opportunities.
- Why this job: Make a real impact in a fast-paced environment where your expertise is valued.
- Qualifications: 4+ years of paraplanning experience with leadership exposure; Chartered qualification preferred.
- Other info: This is a unique chance to shape the future of paraplanning in a collaborative team.
Are you a Chartered (or near Chartered) Paraplanner with leadership experience and a passion for delivering high-quality, independent financial advice? Do you want to play a key role in shaping the paraplanning function of a highly respected Chartered, fee-based, independent wealth management firm? If so, this Head of Paraplanning opportunity could be the perfect next step in your career!
Why You'll Love This Role
- Autonomy & Influence: Your opinions and expertise will be valued, heard, and acted upon.
- Client-Facing & Strategic: Not just report writing! You'll manage relationships, drive efficiencies, and contribute to investment strategy.
- Leadership & Mentorship: Oversee and develop a team of paraplanners, including mentoring graduates through an internal trainee program.
- Fast-Paced & Dynamic: Thrive in an ambitious and professional environment where adaptability and problem-solving are key.
Your Role & Responsibilities
- Lead and manage the paraplanning team, delegating workload effectively.
- Oversee research, investment solutions, and cashflow forecasting to produce high-quality suitability reports.
- Act as the key liaison between paraplanning, administration, and senior management teams.
- Participate in Investment Committee meetings and help manage the firm's central investment proposition.
- Deliver technical expertise to advisers and keep the team updated on industry changes and regulatory developments.
- Identify and implement process improvements to enhance efficiency and performance.
- Conduct whole-of-market research on platforms, SIPPs, and funds.
What We're Looking For
- At least 4 years of paraplanning experience, with leadership exposure in an IFA firm.
- Chartered (or close to Chartered) qualification via CII preferred.
- Strong technical knowledge across pensions, investments, and estate planning.
- Experience using FE Analytics, Voyant, CashCalc, and Xplan.
- A confident leader who thrives in a fast-moving, high-performance environment.
- A proactive problem solver with excellent communication and organisational skills.
The Benefits
- Generous holiday entitlement.
- Salary sacrifice options.
- Income protection & death in service.
- A supportive, collaborative team environment with career growth opportunities.
This is a rare opportunity to lead and shape the paraplanning function of a respected wealth management firm. If you're looking for a role where your expertise is valued and you can truly make an impact, we'd love to hear from you! Apply today or reach out for a confidential chat.
Head Of Paraplanning employer: Freedom Recruitment Capital
Contact Detail:
Freedom Recruitment Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head Of Paraplanning
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already in leadership roles. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the paraplanning function.
✨Tip Number 2
Familiarise yourself with the latest trends and regulatory changes in the financial advice sector. This knowledge will not only enhance your discussions during interviews but also demonstrate your commitment to staying updated in a fast-paced environment.
✨Tip Number 3
Prepare to discuss your leadership style and experiences in detail. Think of specific examples where you've successfully managed teams or implemented process improvements, as this will be crucial for the Head of Paraplanning role.
✨Tip Number 4
Research StudySmarter and our values thoroughly. Understanding our mission and how you can contribute to shaping the paraplanning function will help you stand out as a candidate who aligns with our goals.
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 paraplanning experience and leadership skills. Emphasise your technical knowledge in pensions, investments, and estate planning, as well as any relevant qualifications like Chartered status.
Craft a Compelling Cover Letter: In your cover letter, express your passion for delivering high-quality financial advice and your desire to lead a paraplanning team. Mention specific examples of how you've driven efficiencies or contributed to investment strategies in previous roles.
Showcase Your Leadership Experience: Clearly outline your leadership experience in your application. Discuss how you've mentored others, managed teams, and implemented process improvements to enhance performance within your previous roles.
Highlight Relevant Tools and Technologies: Mention your experience with tools like FE Analytics, Voyant, CashCalc, and Xplan in your application. This will demonstrate your technical proficiency and readiness to contribute effectively to the firm's operations.
How to prepare for a job interview at Freedom Recruitment Capital
✨Showcase Your Leadership Skills
As a Head of Paraplanning, you'll need to demonstrate your leadership experience. Be prepared to discuss specific examples of how you've successfully managed teams, delegated tasks, and mentored junior staff in your previous roles.
✨Highlight Technical Expertise
Make sure to emphasise your strong technical knowledge across pensions, investments, and estate planning. Be ready to discuss how you've applied this knowledge in practical scenarios, especially in producing high-quality suitability reports.
✨Demonstrate Problem-Solving Abilities
In a fast-paced environment, being a proactive problem solver is crucial. Prepare to share instances where you've identified issues and implemented effective solutions, particularly in enhancing efficiency and performance within your team.
✨Engage with the Company’s Vision
Research the firm’s values and mission before the interview. Show genuine interest in how you can contribute to their goals, particularly in shaping the paraplanning function and driving investment strategies.
