At a Glance
- Tasks: Lead and develop a dynamic paraplanning team, managing workflow and quality.
- Company: Join LH Financial Planning Ltd, part of the prestigious St. James’s Place Plc.
- Benefits: Highly competitive salary and opportunities for professional growth.
- Other info: Office-based role in Ashby De La Zouch with a supportive team culture.
- Why this job: Shape the future of paraplanning while working on complex, rewarding client cases.
- Qualifications: Significant paraplanning experience and leadership skills required.
Location: Ashby De La Zouch, Leicestershire (office-based)
Salary: Highly competitive
Working as part of the team at LH Financial Planning Ltd who are an Appointed Representative of St. James’s Place Plc. A new opportunity has arisen for a Head Paraplanner to lead the growing paraplanning team at LH Financial Planning Ltd, a highly successful Appointed Representative of St. James's Place Wealth Management Plc. The practice has experienced year on year growth since it was established in 2009. Our client bank is exceptional, and this role offers the opportunity to shape and develop a growing paraplanning function, influence how the team operates and work closely with an experienced Partner on some of the Practice's most complex and rewarding client cases.
You will lead, manage and develop the paraplanning team, overseeing the workflow and quality of all paraplanning across the Practice, and to act as the key link between the paraplanning team and the Partner / Advisers, ensuring clients receive the best technical service. You will have significant paraplanning experience in an IFA or Wealth Management environment, along with previous experience of managing, supervising or mentoring others.
Knowledge and experience:
- Strong technical knowledge across IHT and estate planning, pensions, investments and protection, with experience of handling complex, high-net-worth cases end to end.
- Minimum Level 4 Diploma PFS qualified. Chartered Financial Planner status or working towards Chartered status would be highly advantageous.
- Experience within the St. James's Place Partnership (desirable)
- Knowledge of research systems (e.g. Analytics, Voyant etc.)
- Experience of client management systems such as Salesforce
- Experience of working with outsourced paraplanning providers (desirable)
- Demonstrates up to date knowledge of relevant regulation and legislation.
Skills and behaviours:
- Strong leadership ability, with the confidence to coach, motivate and develop others
- Confident upward manager, able to influence the Partner and Advisers and manage expectations
- Strong project management skills, able to prioritise and keep multiple cases moving
- Ability to train others and give clear, constructive feedback
- Excellent written communication skills
- Strong numeracy skills
- Exceptional attention to detail
- Highly organised with excellent communication skills
- Confident in dealing with third parties and can work with total discretion
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Keeps calm when faced with conflicting demands and handles these effectively
- Demonstrates a positive attitude at all times
- Works well on own tasks as well as on shared goals as part of a team
- Enthusiasm to help clients.
This role is office-based in Ashby De La Zouch, five days a week.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from LH Financial Planning.
Head Paraplanner employer: St. James's Place Wealth Management
Join a highly respected St. James’s Place Partner Practice in Risby, Bury St Edmunds, where you will be part of a friendly and collaborative team dedicated to delivering exceptional service. Enjoy a competitive salary and benefits, along with opportunities for personal growth and skill development in a fast-paced environment that values your contributions. This role offers the chance to make a meaningful impact while working alongside motivated colleagues who are committed to success.
Contact Details:
St. James's Place Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Head Paraplanner
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We think you need these skills to ace Head Paraplanner
Some tips for your application 🫡
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How to prepare for a job interview at St. James's Place Wealth Management
✨Brush Up on Technical Skills
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