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- Tasks: Lead and manage ParaPlanning and client administration teams in a dynamic wealth management environment.
- Company: A top-tier wealth management firm with a focus on excellence.
- Benefits: Pension scheme, health insurance, and performance incentives to support your growth.
- Why this job: Shape the future of financial planning while building strong stakeholder relationships.
- Qualifications: Proven leadership skills and relevant industry experience in financial planning.
- Other info: Join a supportive team with opportunities for professional development.
The predicted salary is between 43200 - 72000 £ per year.
A leading wealth management firm is seeking a qualified individual to manage ParaPlanning and client administration teams. The position requires strong leadership skills and a deep understanding of financial planning.
Responsibilities include:
- Managing team efficiency
- Ensuring compliance with regulations
- Fostering strong relationships with stakeholders
Candidates should have relevant industry experience and leadership abilities. This role offers a range of core benefits including a pension scheme, health insurance, and performance incentives.
Head of Advice Operations & Paraplanning in Bristol employer: Quilter Cheviot
Contact Detail:
Quilter Cheviot Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Advice Operations & Paraplanning in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to financial planning and client relationships. This will help us tailor our responses and show that we’re genuinely interested in the role.
✨Tip Number 3
Showcase your leadership skills during interviews. Share specific examples of how you've managed teams effectively and improved efficiency in past roles. This is key for a position like Head of Advice Operations & Paraplanning.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Head of Advice Operations & Paraplanning in Bristol
Some tips for your application 🫡
Show Off Your Leadership Skills: Make sure to highlight your leadership experience in your application. We want to see how you've managed teams and improved efficiency in previous roles, so don’t hold back on those examples!
Demonstrate Your Financial Planning Knowledge: Since this role is all about financial planning, we need to know you’ve got the chops. Include any relevant qualifications or experiences that showcase your understanding of the industry.
Tailor Your Application: Don’t just send a generic application! We love it when candidates take the time to tailor their CV and cover letter to our specific job description. It shows us you’re genuinely interested in the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important details!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Financial Planning Inside Out
Make sure you brush up on your financial planning knowledge. Understand the latest trends, regulations, and best practices in the industry. This will not only help you answer technical questions but also show that you're genuinely passionate about the field.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about specific challenges you faced and how you motivated your team to overcome them. This will demonstrate your capability to manage ParaPlanning and client administration teams effectively.
✨Understand the Company Culture
Research the wealth management firm thoroughly. Familiarise yourself with their values, mission, and any recent news. This will help you tailor your responses and show that you’re a good fit for their culture, which is crucial for building strong relationships with stakeholders.
✨Prepare Questions for Them
Have a list of insightful questions ready to ask at the end of the interview. This could be about their approach to compliance or how they measure team efficiency. It shows that you’re engaged and serious about the role, plus it gives you a chance to assess if the company aligns with your career goals.
