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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 reputation in the industry.
- Benefits: Enjoy a competitive salary, excellent benefits, and opportunities for professional growth.
- Other info: Work from home with access to an office in Hampshire and receive full training.
- Why this job: Step up your career as a Team Leader and make a real impact in financial advice.
- Qualifications: Must be Diploma 4 qualified with proven paraplanning experience and strong analytical skills.
The predicted salary is between 50000 - 52000 £ per year.
Salary: £50,000 - £52,000 DOE + Excellent Benefits
Based: Home Based with access to office in Hampshire
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
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 Leader in Southampton employer: Radley Recruitment
Contact Detail:
Radley Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Team Leader in Southampton
✨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 support and mentor a team of Paraplanners, as well as how you’ll ensure compliance with FCA requirements. Show them you’re the perfect fit!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and match your skills. Tailor your approach to each application to stand out from the crowd!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight why you’re the best candidate for the job.
We think you need these skills to ace Paraplanner Team Leader in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner Team Leader role. Highlight your relevant experience, especially in managing teams and your paraplanning skills. We want to see how you fit into our vision!
Showcase Your Qualifications: Since being Diploma 4 qualified is a must, don’t forget to prominently display your qualifications. If you're on the path to becoming Chartered, let us know! We love seeing ambition.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points for key achievements and responsibilities. We appreciate straightforward communication, just like we do with our clients!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 Leadership Potential
Since this is a Team Leader position, be prepared to talk about your experience in managing teams or mentoring others. Share specific examples of how you've supported colleagues in achieving their goals or improved team performance.
✨Demonstrate Analytical Skills
Be ready to showcase your analytical and evaluation skills. You might be asked to solve a hypothetical problem or review a case study, so practice articulating your thought process clearly and logically.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s processes, team dynamics, or future goals. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.