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- Tasks: Lead a dynamic team of Paraplanners while managing daily operations and mentoring new talent.
- Company: Join a leading wealth management firm with a strong focus on professional development.
- Benefits: Competitive salary, excellent benefits, and full training provided.
- Other info: Home-based role with access to an office in Hampshire and great career growth opportunities.
- Why this job: Step up your career in a supportive environment and make a real impact.
- Qualifications: Must be Diploma 4 qualified with paraplanning experience; supervisory skills are a plus.
The predicted salary is between 50000 - 52000 £ per year.
We are searching for an experienced and professional Paraplanner who is ready to move into a Paraplanning Team Leader role with our client, a large market leading wealth management firm. Suitable candidates must be fully Diploma 4 qualified and will ideally be on the way to becoming Chartered.
Your role will be to support the Paraplanning Manager with the team management daily, whilst also undertaking some paraplanning duties, specifically managing the Holistic team of Paraplanners although Defined Benefit transfer knowledge is also essential.
Key Responsibilities:- Managing the team on a day-to-day basis, ensuring pipeline management
- Maintaining management information to track activity for both themselves and advisers
- Taking accountability for team performance, supporting the Paraplanners achieving their goals
- Mentoring and developing trainees and new starters to competent status
- Providing technical support to the team, delivering training sessions to upskill knowledge
- Managing quality within the team, identifying trends and issues, and ensuring improvements
- Assisting in the development, design and implementation of processes and procedures
- Contributing to change management initiatives to constantly improve and drive efficiencies
- Promoting and maintaining the relationship with the Business Quality Team
- Being a role model and leading by example; demonstrating best practice, acting compliantly, and working efficiently, encouraging and shaping the team to be just as effective
- Deputising for the Paraplanner Manager during periods of their absence
- Ensuring that the Paraplanning team act as an effective first line defence, ensuring compliance with FCA requirements and suitability of advice
- Using research tools to ensure independent/whole of market/holistic advice is provided to the Client
- Reviewing Client Fact-Finds/Client Meeting notes against defined Compliance guidelines
- Issuing clear and accurate feedback confirming required actions to avoid complaints
- Liaising with consultants for additional information to support the recommendations made
- Preparing draft suitability reports within an agreed timescale for the Client
- Current and proven Paraplanning experience ideally within an independent advice firm
- Experience of holistic paraplanning and file checking is essential - ideally 3 years minimum
- Experience within pensions specifically pensions transfers (DB schemes) - ideal but not essential
- Excellent analytical and evaluation skills
- Dealing with FSA objectives, Principles, advice processes and propositions
- Fully Diploma 4 qualified with some advanced qualifications or willing to work towards Chartered status
- Strong organisational skills with good IT skills are essential
- Excellent communication skills and high level of numeracy is essential
- Some supervisory experience would be ideal but is not essential
This is a great opportunity for an experienced Paraplanner to move into a Team Leader / Management role. Full training will be provided for the successful candidate on our clients business process, workflow, and back-office system.
Apply today or telephone us for more information about this role.
Locations
Paraplanner Team Leader in Farnborough, Hampshire employer: Radley Recruitment
Contact Detail:
Radley Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Team Leader in Farnborough, Hampshire
✨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 Paraplanner 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 can manage a team effectively and support your Paraplanners in achieving their goals. Show them you’re not just a great Paraplanner but also a fantastic leader!
✨Tip Number 3
Don’t forget to showcase your mentoring experience! Highlight any times you’ve trained or developed others in your previous roles. This is key for a Team Leader position, so make sure it shines through in your conversations.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’re here to help you every step of the way, so take advantage of our resources and let’s get you into that Paraplanning Team Leader role!
We think you need these skills to ace Paraplanner Team Leader in Farnborough, Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, especially any leadership roles or mentoring you've done. We want to see how you fit into the Paraplanner Team Leader role!
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. Mention your Diploma 4 qualification and any steps you're taking towards Chartered status. We love seeing passion and commitment!
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to manage a team and improve processes. Numbers and results speak volumes, so don’t shy away from sharing them with us!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get you started on this exciting journey!
How to prepare for a job interview at Radley Recruitment
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge, especially around holistic advice and defined benefit transfers. Being able to discuss these topics confidently will show that you're not just qualified but also passionate about the role.
✨Show Your Leadership Skills
Since this is a Team Leader position, be prepared to share examples of how you've managed teams in the past. Highlight any mentoring or training experiences you've had, as this will demonstrate your ability to lead and develop others.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing team performance or dealing with compliance issues. Think through some scenarios in advance and have clear, structured responses ready to showcase your problem-solving skills.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to team development or how they measure success within the paraplanning team. This shows you're thinking long-term and are genuinely interested in contributing.