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- Tasks: Lead a dynamic paraplanning team while ensuring top-notch client advice and compliance.
- Company: Join a forward-thinking financial services firm dedicated to client success and team growth.
- Benefits: Enjoy private medical insurance, income protection, life assurance, and a solid pension plan.
- Why this job: This role offers a chance to inspire others while honing your technical skills in a supportive environment.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and experience in paraplanning within an IFA.
- Other info: Flexible working options available, with a mix of remote and office-based work in Farnborough.
The predicted salary is between 43000 - 52000 £ per year.
Salary: £50,000-£52,000
Reports to: Paraplanner Manager
Location: Farnborough/Remote
About the Role
Are you an experienced paraplanner ready to lead and inspire a team? This is a fantastic opportunity to step into a Team Leader role where you will blend technical expertise with leadership, overseeing the day-to-day running of a high-performing paraplanning team. You’ll play a key role in ensuring advice is clear, compliant, and aligned with client needs all while helping paraplanners grow and succeed in their careers.
Key Responsibilities
- Leadership & Team Management (Approx. 60%)
- Oversee daily workflow, ensuring timely case progression and effective case distribution.
- Monitor and report on team performance, supporting individuals to meet their targets.
- Mentor and support new starters and trainees to reach competency within agreed timelines.
- Deliver technical training and peer reviews to maintain high standards.
- Identify and drive process improvements, contributing to wider change initiatives.
- Maintain strong relationships with internal stakeholders (e.g., Compliance, Business Quality Unit).
- Act as a role model for best practice, deputising for the Paraplanner Manager when needed.
- Review fact finds to ensure client needs are accurately captured and documented.
- Conduct thorough analysis using tools such as TVAS and annuity break-even analysis.
- Prepare high-quality, compliant draft suitability reports for adviser approval.
- Liaise with advisers and providers to gather information and clarify advice requirements.
- Work closely with the Business Quality Unit to ensure report accuracy and compliance.
Skills & Experience
- Strong background in paraplanning, including Defined Benefit (DB) advice report writing (min. 1 year).
- Previous experience within an IFA environment is essential.
- Proven leadership, mentoring or training experience.
- Strong communication, analytical, and interpersonal skills.
Knowledge & Qualifications
- In-depth knowledge of pensions, especially DB transfers.
- Solid understanding of FCA regulations, KYC, and suitability requirements.
- Familiarity with whole-of-market financial products and providers.
- Level 4 Diploma in Financial Planning (essential).
- Working towards Chartered status (desirable).
Benefits
- Private Medical Insurance (self cover)
- Income Protection (75% salary for 3 years)
- Life Assurance (4x salary)
- Critical Illness (£50,000 lump sum)
- Pension (6%)
Paraplanning Team Leader employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Team Leader
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in paraplanning.
✨Tip Number 2
Showcase your leadership skills by preparing examples of how you've successfully mentored or trained others in your previous roles. Be ready to discuss specific instances where your guidance led to improved performance or team cohesion.
✨Tip Number 3
Network with professionals in the financial planning industry, especially those who have experience in paraplanning. Engaging with peers can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 4
Prepare to discuss your technical expertise in DB advice report writing. Being able to articulate your analytical process and how you ensure compliance will set you apart from other candidates.
We think you need these skills to ace Paraplanning Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and leadership. Emphasise any relevant achievements, particularly in mentoring or managing teams, to show you’re a great fit for the Team Leader role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for leading a paraplanning team. Discuss your technical expertise and how it aligns with the responsibilities outlined in the job description. Be sure to mention your understanding of FCA regulations and your commitment to compliance.
Showcase Relevant Skills: Highlight your strong communication, analytical, and interpersonal skills in both your CV and cover letter. Provide specific examples of how you've used these skills in previous roles, especially in an IFA environment.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the paraplanning field.
How to prepare for a job interview at Mulberry Recruitment
✨Showcase Your Leadership Skills
As a Paraplanning Team Leader, you'll need to demonstrate your ability to lead and inspire a team. Prepare examples of how you've successfully managed teams in the past, focusing on mentoring and supporting new starters.
✨Highlight Your Technical Expertise
Make sure to discuss your strong background in paraplanning, especially your experience with Defined Benefit advice report writing. Be ready to explain how you ensure compliance and clarity in your work.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle real-life situations. Think about how you would manage workflow, support team members, and drive process improvements.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role. Be prepared to discuss how you maintain relationships with internal stakeholders and how you ensure that advice aligns with client needs.
