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- Tasks: Lead and develop a team of Paraplanners while ensuring quality and compliance.
- Company: Join a leading financial planning firm with a focus on client needs and professional growth.
- Benefits: Enjoy a competitive salary, hybrid work options, and a supportive workplace culture.
- Why this job: This role offers a chance to advance your career in a dynamic environment with a close-knit team.
- Qualifications: Ideal candidates should have paraplanning experience and strong communication skills.
- Other info: Opportunities for skill development and career progression are available.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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A leading financial planning firm with regional offices are recruiting for a Paraplanner manager or team lead to work on a hybrid basis from one of their offices. This would be an excellent move for a senior or technical paraplanner to take the next step in their career and manage a successful close knit team, or an experienced manager to slot in to the role. We are looking for professionals who are ideally minimum diploma qualified, having worked supporting advisers, and ultimately clients in the advice-giving process. This is a great opportunity to develop existing and new skills, as well as expand your knowledge and experience.
Responsibilities
- Recruit, manage, train and develop high caliber Paraplanners
- Train, mentor and monitor new and existing employees
- Supporting, developing and mentoring candidates
- First line checks on quality of reports, turnaround times and adherence to processes.
- Working alongside the management team in practice based activities.
- Carrying out work in line with internal and external FCA regulations and procedures that apply to the conduct of the business.
To be considered you must have previous experience working as a paraplanner ideally with diploma working towards chartered – but experience is key. You’ll be driven, have strong IT, good written and verbal communication skills and feel confident in guiding a team.
An excellent opportunity for the right candidate, please do not hesitate to get in touch by clicking apply to note your interest. A competitive basic salary and development pathway is available for the successful applicant, along with an autonomous and mature work place who put their client needs first.
If this role isn’t quite what you are looking for, register your CV at Eden Scott and be the first to hear about our latest opportunities by signing up for our job alerts.
Eden Scott is a specialist within Financial Services recruitment, including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Industries
Staffing and Recruiting
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Paraplanner Manager / Team Lead employer: s1jobs
Contact Detail:
s1jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Manager / Team Lead
✨Tip Number 1
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with current paraplanners and managers. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Showcase your leadership skills by discussing any previous experience where you've managed teams or projects. Even if it's not directly related to paraplanning, demonstrating your ability to lead and mentor others will make you stand out.
✨Tip Number 3
Familiarise yourself with the latest FCA regulations and compliance standards. Being knowledgeable about these will not only help you in interviews but also show that you're proactive and serious about the role.
✨Tip Number 4
Prepare to discuss how you would approach training and developing a team of paraplanners. Think about specific strategies or methods you would implement to ensure high-quality work and adherence to processes.
We think you need these skills to ace Paraplanner Manager / Team Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and team management. Emphasise any qualifications, such as diplomas or certifications, that align with the role of Paraplanner Manager.
Craft a Compelling Cover Letter: Write a cover letter that showcases your leadership skills and experience in managing paraplanners. Mention specific examples of how you've supported and developed teams in the past.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as strong IT proficiency, communication skills, and adherence to FCA regulations. Use concrete examples to demonstrate these abilities.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at s1jobs
✨Showcase Your Leadership Skills
As a Paraplanner Manager or Team Lead, demonstrating your leadership abilities is crucial. Be prepared to discuss your experience in managing teams, mentoring staff, and how you've successfully developed high-calibre paraplanners in the past.
✨Highlight Relevant Qualifications
Make sure to mention your qualifications, especially if you hold a diploma or are working towards chartered status. This role requires a solid understanding of financial planning, so be ready to explain how your education supports your expertise.
✨Prepare for Technical Questions
Expect questions that assess your technical knowledge and experience as a paraplanner. Brush up on key concepts and be ready to discuss specific scenarios where you've applied your skills to support advisers and clients effectively.
✨Demonstrate Strong Communication Skills
Since the role involves guiding a team and interacting with clients, showcasing your written and verbal communication skills is essential. Prepare examples of how you've effectively communicated complex information in previous roles.
