Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a team of Paraplanners while managing cases and mentoring trainees.
- Company: Join a multi-award winning, people-focused Independent Financial Advice firm in Farnborough.
- Benefits: Enjoy a salary of £50,000 - £52,000, hybrid working, 25 days holiday, and more perks!
- Why this job: Be part of a supportive culture where your career ambitions can thrive and make a real impact.
- Qualifications: Must hold Level 4 Diploma in Financial Planning and have mentoring experience in Financial Services.
- Other info: Participate in regular charity initiatives with a day off for charity work!
The predicted salary is between 40000 - 52000 £ per year.
Join to apply for the Paraplanner Team Leader role at Sahasraa Solutions. This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis.
As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front. In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor. You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience.
Paraplanner Team Leader Requirements
- You must hold Level 4 Diploma in Financial Planning or equivalent.
- You must have experience as a Paraplanner with a wide range of skills and knowledge.
- You should have successfully mentored and developed individuals (ideally within Financial Services).
The Company
This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members' success.
Paraplanner Benefits
- Salary of £50,000 - £52,000.
- Hybrid working with level of office presence to be discussed at interview.
- Company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more!
- Regular charity initiatives, including 1-day annual allowance for charity work.
Location: Farnborough.
Paraplanner Team Leader employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Team Leader
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and paraplanning. This will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience as Paraplanners or Team Leaders. They can provide valuable insights and may even refer you to opportunities at Sahasraa Solutions.
✨Tip Number 3
Prepare to discuss your mentoring experiences in detail. Highlight specific examples of how you've developed Trainee Paraplanners and improved team performance, as this is a key aspect of the role.
✨Tip Number 4
Research Sahasraa Solutions thoroughly. Understand their values, culture, and recent achievements. Tailoring your conversation to align with their mission can set you apart from other candidates.
We think you need these skills to ace Paraplanner Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and any leadership roles you've held. Emphasise your Level 4 Diploma in Financial Planning and any mentoring experience, as these are key requirements for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about financial planning and how your skills align with the responsibilities of the Paraplanner Team Leader position. Mention specific examples of how you've successfully managed teams or mentored others in the past.
Showcase Relevant Experience: When detailing your work history, focus on your paraplanning duties, such as reviewing fact-finds and preparing suitability reports. Highlight any experience you have with holistic financial planning and managing case pipelines.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no 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 Sahasraa Solutions
✨Showcase Your Leadership Skills
As a Paraplanner Team Leader, you'll be managing a team. Be prepared to discuss your previous leadership experiences and how you've successfully mentored others in the financial services sector.
✨Demonstrate Technical Knowledge
Make sure you can talk confidently about paraplanning duties, including reviewing fact-finds and preparing suitability reports. Brush up on tax calculations and financial planning concepts to impress your interviewers.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Think of examples where you've flagged potential concerns or managed a challenging case, and be ready to explain your thought process.
✨Research Sahasraa Solutions
Familiarise yourself with the company's values and culture. Understanding their focus on people and career development will help you align your answers with what they are looking for in a candidate.
