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For Companies At a Glance
- Tasks: Lead and develop a talented team of paraplanners in delivering exceptional financial planning.
- Company: Join a growing wealth management group focused on personalised financial advice.
- Benefits: Enjoy remote work, flexibility, competitive salary, and professional development opportunities.
- Why this job: Shape the future of paraplanning while making a real impact in clients' lives.
- Qualifications: Level 4 Diploma qualified with management experience in financial advice.
- Other info: Opportunity for career growth and ongoing support towards Chartered status.
The predicted salary is between 50000 - 60000 £ per year.
A growing, client-focused wealth management group that prides itself on delivering personalised financial planning. The advisers and paraplanners work collaboratively to help clients achieve their life goals through clear, ethical, and technically robust financial advice.
The Opportunity
We're seeking an experienced Senior Paraplanner to quickly progress to a Paraplanner Manager, in which you'll lead and develop the national paraplanning function. You'll oversee a talented team of 12-14 paraplanners working across multiple offices, ensuring consistency, technical excellence, and efficiency in all aspects of financial plan delivery. This is a remote position, but you'll be expected to visit our offices periodically to support your team, build relationships, and drive collaboration across the business.
To be considered for this Head of Paraplanning position:
- Level 4 Diploma qualified (minimum); Chartered status desirable.
- Previous management or team leadership experience in a financial advice or wealth management environment.
- Strong understanding of FCA regulations and suitability requirements.
- Excellent communication, coaching, and people management skills.
- Willingness to travel to offices across the UK when needed.
Benefits:
- £50,000 - £65,000
- Remote working
- Flexibility and autonomy
- Pension
- PMI
- DIS
- Opportunity to shape and grow the paraplanning function across a leading national firm.
- Ongoing professional development opportunities, including support toward Chartered status.
Apply today to be considered for this exciting Paraplanning opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch; we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Senior Paraplanner (into Manager) in Winchester employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner (into Manager) in Winchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and FCA regulations. We want you to shine when discussing your experience and how you can lead a team of paraplanners. Practice common interview questions with a friend to boost your confidence!
✨Tip Number 3
Showcase your leadership skills! When chatting with potential employers, highlight any past experiences where you've successfully managed teams or projects. This will demonstrate that you're ready to step into a managerial role and lead the paraplanning function.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, if this role isn’t quite right for you, we’ve got plenty of other opportunities in the financial planning sector that might be a perfect fit.
We think you need these skills to ace Senior Paraplanner (into Manager) in Winchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your management experience and understanding of FCA regulations to show us you're the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can lead our paraplanning team to success. Keep it concise but impactful!
Showcase Your Communication Skills: As a Senior Paraplanner, you'll need excellent communication skills. In your application, demonstrate how you've effectively communicated with clients or led teams in the past. We want to see your people management prowess!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and suitability requirements. Being able to discuss these confidently will show that you're not just qualified, but also genuinely understand the landscape of financial planning.
✨Showcase Your Leadership Skills
Since this role involves leading a team, be prepared to share examples of your previous management experience. Think about specific situations where you coached or developed team members, and how you ensured consistency and technical excellence in your past roles.
✨Communicate Clearly
Excellent communication is key in this position. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to demonstrate your interest in collaboration and team dynamics.
✨Be Ready to Travel
As this role requires occasional travel to regional offices, be ready to discuss your flexibility and willingness to support your team in person. Highlight any previous experiences where you successfully managed remote teams while maintaining strong relationships.
