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- Tasks: Lead and mentor a dynamic Paraplanning team while ensuring top-notch client support.
- Company: Join a leading wealth management firm with a strong focus on team collaboration.
- Benefits: Competitive salary, excellent benefits, and full training provided.
- Other info: Great opportunity for career growth and professional development.
- Why this job: Step up your career as a Team Leader in a supportive and innovative 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.
Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job.
Paraplanner Team Manager in Farnborough employer: Radley Recruitment
Contact Detail:
Radley Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Team Manager 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 Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and team management skills. Be ready to share examples of how you've mentored others and improved team performance – this is your time to shine!
✨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 in paraplanning.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner Team Manager 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 can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Paraplanner Team Manager role. Share specific examples of your achievements and how they relate to the responsibilities outlined in the job description.
Showcase Your Skills: Don’t forget to mention your analytical skills, IT proficiency, and any supervisory experience. We’re looking for someone who can manage a team effectively, so make sure we see that in your application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role. Let’s get started on this journey together!
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 your experience with holistic advice and file checking will show that you're ready for the Team Leader role.
✨Showcase Your Leadership Skills
Prepare examples of how you've managed teams or mentored others in the past. Highlighting your ability to support and develop new starters will demonstrate that you can take accountability for team performance.
✨Be Ready to Discuss Processes
Familiarise yourself with common processes and procedures in paraplanning. Be prepared to share ideas on how you would contribute to change management initiatives and drive efficiencies within the team.
✨Communicate Clearly
Practice articulating your thoughts clearly and confidently. Strong communication skills are essential for this role, so be ready to explain complex concepts in a way that's easy to understand, especially when discussing client recommendations.