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- Tasks: Lead a dynamic team of Paraplanners and drive performance to achieve goals.
- Company: Join a leading wealth management firm with a strong reputation.
- Benefits: Competitive salary, excellent benefits, and full training provided.
- Other info: Opportunity for professional growth and development in a collaborative setting.
- Why this job: Step up your career as a Team Leader in a supportive environment.
- Qualifications: Proven Paraplanning experience and strong analytical skills required.
The predicted salary is between 52000 - 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.
Your role will be to support the Paraplanning Manager with the team management daily:
- 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; deputising for the Paraplanner Manager during periods of their absence.
Use research tools to ensure independent/whole of market/holistic advice is provided to the Client:
- Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines.
- Issue clear and accurate feedback confirming required actions to avoid complaints.
- Liaise with consultants for additional information to support the recommendations made.
- Prepare draft suitability reports within an agreed timescale for the Client.
Essential Skills and Experience:
- Current and proven Paraplanning experience ideally within an independent advice firm.
- Experience of holistic paraplanning and file checking is essential ideally 3 years minimum.
- Experienced 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.
Paraplanner Team Lead in Farnborough employer: Radley Recruitment
Contact Detail:
Radley Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Team Lead in Farnborough
✨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 a Paraplanner Team Lead 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've managed teams and improved processes in your previous roles. Show them you’re the perfect fit for leading their Paraplanning team!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for tailored job listings that suit your experience and aspirations. We’ve got your back!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Reiterate your enthusiasm for the role and how you can contribute to their team’s success.
We think you need these skills to ace Paraplanner Team Lead in Farnborough
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 and any leadership roles you've had. We want to see how you fit into the Paraplanner Team Lead 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. Share specific examples of your achievements and how they relate to the responsibilities listed in the job description. We love a good story!
Showcase Your Skills: Don’t forget to mention your analytical skills, IT proficiency, and any supervisory experience. These are key for the Paraplanner Team Lead position. We’re looking for someone who can lead by example and support the team effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get your journey started!
How to prepare for a job interview at Radley Recruitment
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge, especially around pensions and compliance guidelines. Being able to discuss specific cases or experiences will show that you're not just familiar with the theory but have practical insights too.
✨Show Leadership Potential
Since this role involves team management, be prepared to discuss your leadership style. Think of examples where you've mentored others or taken charge of a project. Highlight how you can support and develop your team to achieve their goals.
✨Prepare for Technical Questions
Expect questions that test your analytical skills and understanding of holistic advice. Brush up on recent changes in regulations and be ready to explain how you would handle specific scenarios, like client fact-finds or suitability reports.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team's current challenges or how they measure success. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.