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- Tasks: Lead and oversee the paraplanning department, ensuring smooth operations.
- Company: Join a local, medium-sized Financial Planning firm in South Leicester.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact in financial planning.
- Qualifications: Must be Diploma qualified with experience in paraplanning and team leadership.
- Other info: This role offers a chance to shape the future of the paraplanning team.
The predicted salary is between 43200 - 72000 £ per year.
This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm.
Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the front as a Diploma qualified individual with strong paraplanning technical experience and expertise.
The business is proud of the internal development they offer to their team, which you should look to embrace through supporting team development and process improvement.
Your duties will include:
- Oversee and manage workload through delegating tasks / workflows, focusing on prioritising works, turnaround times, managing Financial Adviser needs and meeting case deadlines
- Report to the Senior Management team
- Provide process improvement across your team and the wider business
- Providing technical help for the team, Financial Advisers and other departments
- Ensure the quality of the department is of high standard and consistent
- Provide staff training and mentoring, including tracking progress
- Hold regular 1:1s, departmental meetings and technical training sessions
- Be involved in Paraplanner recruitment
Head of Paraplanner Requirements
- You should have supervisory, team leader / management experience
- You should hold Level 4 Diploma qualified in Financial Planning or equivalent
- You should have strong experience within paraplanning and capable of being the Head of Paraplanning
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Head of Paraplanning Benefits
- Salary to be discussed upon application
- Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
- Up to 1 days from home, after completion of probation
- 25 days holiday plus bank holidays
- After 3 months service, generous non-contributory pension scheme and 4x DIS
- 37.5 hours per week, Monday to Friday
- Working within a business that is passionate about helping their clients
- Regular paid team events through the year to get involved in
Locations
South Leicester
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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Head of Paraplanning employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited 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 planning industry, especially those who are already in leadership roles. Attend local finance events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 2
Research the specific challenges and trends within the paraplanning sector. Being knowledgeable about current issues will help you demonstrate your expertise and show that you're proactive in addressing the needs of the firm.
✨Tip Number 3
Prepare to discuss your leadership style and how you can motivate a team. Think of examples from your past experience where you've successfully led a team or improved processes, as this will be crucial for the Head of Paraplanning role.
✨Tip Number 4
Familiarise yourself with the firm's values and mission. Tailor your conversations to reflect how your personal values align with theirs, which will help you stand out as a candidate who is not only qualified but also a good cultural fit.
We think you need these skills to ace Head of Paraplanning
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and qualifications required for the Head of Paraplanning position. Tailor your application to highlight your relevant experience and skills.
Highlight Leadership Experience: Since this role involves providing leadership and operational oversight, make sure to emphasise any previous leadership roles or team management experience in your CV and cover letter.
Showcase Relevant Qualifications: As a Diploma qualified individual is preferred, ensure you clearly state your qualifications and any relevant certifications in your application. This will demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that not only outlines your experience but also conveys your passion for financial planning and your vision for leading the paraplanning department effectively.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Leadership Skills
As a Head of Paraplanning, you'll need to demonstrate your ability to lead and inspire a team. Prepare examples from your past experiences where you've successfully managed a team or project, highlighting your leadership style and the positive outcomes.
✨Understand the Financial Planning Landscape
Make sure you're well-versed in the current trends and regulations within the financial planning industry. This knowledge will not only help you answer questions confidently but also show your passion for the field and your commitment to staying informed.
✨Prepare for Operational Oversight Questions
Expect questions about how you would manage the operational aspects of the paraplanning department. Think about processes you've implemented in the past that improved efficiency or quality, and be ready to discuss these in detail.
✨Demonstrate Your Qualifications
Since the role requires a Diploma qualification, be prepared to discuss how your qualifications have equipped you for this position. Share specific instances where your education has directly contributed to your success in paraplanning or team leadership.
