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- Tasks: Lead a high-performing paraplanning team and ensure compliance with client needs.
- Company: Dynamic financial services firm with a focus on growth and development.
- Benefits: Competitive salary, private medical insurance, income protection, and life assurance.
- Other info: Flexible working with minimal office presence and excellent career progression opportunities.
- Why this job: Step into a leadership role and make a real impact in the financial planning industry.
- Qualifications: Experience in paraplanning and strong leadership skills required.
The predicted salary is between 50000 - 52000 £ per year.
Salary: £50,000-£52,000
Reports to: Paraplanner Manager
Location: Farnborough/Remote (1 day in the office per quarter)
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 will 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 in Southampton employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Team Leader in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Paraplanning Team Leader role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and leadership skills. Be ready to discuss how you’ve mentored others and improved processes in your previous roles. We want to see that you can inspire a team while delivering top-notch paraplanning!
✨Tip Number 3
Showcase your personality! When you get the chance to meet potential employers, let your passion for paraplanning shine through. We love candidates who are not only skilled but also enthusiastic about leading a team and making a difference.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who can help us grow and succeed together in the paraplanning space.
We think you need these skills to ace Paraplanning Team Leader in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanning Team Leader role. Highlight your leadership experience and technical skills in paraplanning, especially your background in Defined Benefit advice. We want to see how you can inspire and lead a team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've led teams or improved processes in the past. We love a good story that showcases your skills!
Showcase Your Technical Expertise: In your application, don’t forget to mention your technical know-how. Talk about your experience with tools like TVAS and your understanding of FCA regulations. We’re looking for someone who can deliver high-quality, compliant reports, so make that clear!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge, especially around Defined Benefit advice and FCA regulations. Being able to discuss these topics confidently will show that you're not just a leader but also a technical expert.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led a team or mentored others in the past. Think about specific situations where you improved team performance or helped someone grow in their role. This will demonstrate your capability to inspire and manage a high-performing team.
✨Understand the Company Culture
Research the company’s values and culture before the interview. Be ready to explain how your leadership style aligns with their approach. This shows that you’re not only interested in the role but also in being a good fit for the team.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, ongoing projects, and how success is measured in the role. This not only shows your interest but also helps you gauge if the company is the right place for you to lead and grow.