Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a dynamic Financial Planning team and ensure top-notch client service.
- Company: A leading wealth management firm in the UK with a focus on excellence.
- Benefits: Competitive salary, life assurance, private medical insurance, and more.
- Why this job: Make a real difference in clients' financial journeys while leading a passionate team.
- Qualifications: Professional qualification aligned with FCA requirements and strong leadership skills.
- Other info: Join a supportive environment that values teamwork and personal growth.
The predicted salary is between 48000 - 72000 £ per year.
A leading wealth management firm in the UK is seeking a skilled professional to lead their Financial Planning team. You will manage ParaPlanning and client administration to ensure clients receive the highest service standards. The role requires a deep understanding of financial planning, proven leadership abilities, and a commitment to fostering team success.
Applicants should hold a professional qualification in line with FCA requirements and possess strong problem-solving skills. Competitive benefits including life assurance and private medical insurance are offered.
Lead, Advice Operations & Paraplanning in Bristol employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead, Advice Operations & Paraplanning in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning 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 brushing up on your leadership skills and problem-solving techniques. Think of real-life examples where you've led a team or tackled a tricky situation – this will show potential employers that you’re the right fit for their Financial Planning team.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings at leading wealth management firms and tailor your approach to each one – it’ll make a world of difference!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Lead, Advice Operations & Paraplanning in Bristol
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your deep understanding of financial planning in your application. We want to see how your skills and qualifications align with the role, so don’t hold back on showcasing your professional achievements!
Leadership Matters: Since this role involves leading a team, share examples of your proven leadership abilities. We’re keen to know how you’ve fostered team success in the past, so include specific instances where you’ve made a positive impact.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the job description. We appreciate when candidates take the time to connect their experiences with what we’re looking for in this 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 updates from our team!
How to prepare for a job interview at Quilter
✨Know Your Financial Planning Inside Out
Make sure you brush up on your financial planning knowledge before the interview. Understand the latest trends, regulations, and best practices in the industry. This will not only help you answer technical questions but also show your passion for 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 ability to foster team success, which is crucial for this role.
✨Understand the Company Culture
Research the wealth management firm’s values and culture. Tailor your responses to align with their mission and demonstrate how you can contribute to their goals. This shows that you’re not just looking for any job, but that you’re genuinely interested in being part of their team.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask at the end of the interview. This could include inquiries about their approach to client service or how they measure team success. Asking questions shows your interest in the role and helps you assess if the company is the right fit for you.
