At a Glance
- Tasks: Lead a dynamic paraplanning team and deliver exceptional client experiences.
- Company: Join a fast-growing, innovative financial planning firm in Shalford.
- Benefits: Ongoing learning opportunities and a supportive team environment.
- Other info: Embrace diversity and inclusivity in a collaborative workplace.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Diploma in Financial Planning and a passion for continuous learning.
The predicted salary is between 50000 - 65000 £ per year.
About the Company
An excellent opportunity to join a fast growing, innovative, technology focused independent financial planning firm based in Shalford.
About the Role
You will take the role of Paraplanning Team Leader reporting into the Head of Paraplanning & Administration. We are looking for you to take a senior role within the team to deliver an outstanding experience for our clients and team members. Part of the role will be to act as a deputy for the Head of Paraplanning & Administration, to help lead and manage a client focused, motivated team of paraplanners to ensure the production of first-class research and report writing on a full range of financial planning, products and services. You will utilise your thorough understanding of the advice process, suitability letter requirements and the regulatory requirements imposed by the FCA and ensure these are reflected in your work.
Responsibilities
- Providing paraplanning support to a team of Financial Planners. This will include:
- Working alongside the Financial Planner on advice strategies
- Research on products and investment strategies
- Using our cash flow modelling tool (Intelligent Office Planning)
- Producing suitability reports
- Assisting the Head of Paraplanning & Administration with the company’s research processes including platform and product due diligence.
- Able to think innovatively and laterally, to challenge our current processes and look for ways to improve the service we provide and the client’s experience.
- Other team leader responsibilities include:
- Standing in for the Head of Paraplanning & Administration when absent
- Buddy and training assistance for new joiners
- Case pipeline distribution when the Head of Paraplanning & Administration is absent
- Project work
- Motivation and communication across the team
Qualifications
- Diploma in Financial Planning
- Chartered or working towards Chartered status
- Harding Financial are passionate about the team’s continued learning and development, we would therefore be looking for this person to continue their qualifications.
Required Skills
- Excellent writing skills
- Ideally some experience of using AI tools in the role
- Self-motivated and driven to succeed and deliver a first-class service to clients
- Good at problem solving and thinking outside the box
- 100% client focused
- Attention to detail
- Ability to work well in a team
- Hands on, can do approach to work
- Fantastic interpersonal skills
Preferred Skills
- None specified
Equal Opportunity Statement
Harding Financial is committed to diversity and inclusivity.
Locations
Senior Pension Lead in Guildford, Surrey employer: Harding Financial
Harding Financial is an excellent employer, offering a supportive work culture in the picturesque setting of Shalford, Surrey. Employees benefit from comprehensive training and development opportunities, fostering personal and professional growth within the financial services sector. With a focus on teamwork and client satisfaction, Harding Financial provides a rewarding environment for those looking to make a meaningful impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Pension Lead in Guildford, Surrey
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Harding Financial. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Pension Lead in Guildford, Surrey
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Harding Financial.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Harding Financial's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Harding Financial
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Harding Financial.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Harding Financial will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Harding Financial employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
