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- Tasks: Lead and oversee the paraplanning department, ensuring high-quality support for Financial Advisers.
- Company: Join a friendly, independent financial planning firm with a supportive team culture.
- Benefits: Enjoy flexible working, modern offices, gym facilities, and generous holiday and pension schemes.
- Why this job: Make a real impact by developing your team and improving processes in a growing business.
- Qualifications: Must have supervisory experience and hold a Level 4 Diploma in Financial Planning.
- Other info: Participate in regular team events and enjoy a collaborative work environment.
The predicted salary is between 36000 - 60000 £ 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.
Head of Paraplanning in Leicester 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 in Leicester
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who have experience in paraplanning. Attend local events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends and developments in paraplanning and financial advice. Being knowledgeable about current practices will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your leadership style and how you would support team development. Think of specific examples from your past experiences where you successfully led a team or improved processes.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations during interviews to reflect how your personal values align with theirs, showing that you're a great fit for their team.
We think you need these skills to ace Head of Paraplanning in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your supervisory and paraplanning experience. Emphasise your Level 4 Diploma in Financial Planning and any relevant leadership roles you've held.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your commitment to team development. Mention specific examples of how you've improved processes or mentored team members in the past.
Showcase Technical Expertise: Detail your technical skills in paraplanning within your application. Provide examples of how you've supported Financial Advisers and ensured high-quality standards in your previous roles.
Highlight Team Leadership: Discuss your experience in managing workloads and delegating tasks effectively. Include any instances where you've held regular meetings or training sessions to enhance team performance.
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 manage a team effectively. Prepare examples from your past experiences where you've successfully led a team, delegated tasks, and improved processes.
✨Highlight Your Technical Expertise
Make sure to discuss your qualifications and technical experience in paraplanning. Be ready to explain complex concepts clearly, as you will be providing technical help to both your team and Financial Advisers.
✨Emphasise Team Development
The company values internal development, so be prepared to talk about how you've supported team growth in previous roles. Share specific instances where you've mentored staff or implemented training sessions.
✨Prepare for Process Improvement Discussions
Since process improvement is a key part of the role, think about ways you've enhanced workflows in the past. Be ready to suggest ideas on how you could improve the paraplanning department's efficiency and quality.
