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For Companies At a Glance
- Tasks: Lead a dynamic team in financial planning, ensuring smooth operations and high-quality support.
- Company: A growing, independently owned financial planning firm in Newcastle.
- Benefits: Hybrid work model, professional development support, and a collaborative team environment.
- Why this job: Make a real impact by leading teams that support clients and advisers effectively.
- Qualifications: 3+ years in financial planning admin or paraplanning with leadership experience.
- Other info: Opportunity for career progression and continuous learning in a supportive atmosphere.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
We are recruiting for a growing independently owned, financial planning firm who are looking for an experienced financial planning admin or paraplanning team leader to join their team in Newcastle.
This is a leadership role that sits at the heart of their advice teams, known as Pods, making sure everything runs smoothly behind the scenes so Advisers can focus on what they do best: helping clients.
You will lead the Advice Support Functions made up of Paraplanning and Planning Support teams. You’ll make sure they’re working efficiently, consistently, and collaboratively across Pods, delivering high quality support to Advisers and clients. You’ll be the go-to person for team performance, hiring, development, and day-to-day operations. You’ll also help improve processes and sharing best practice across Pods.
What we’re looking for:
This role is ideal for someone with extensive knowledge of Paraplanning and Planning Support, a passion for developing high-performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support.
- 3+ years expertise in financial planning administration and/or paraplanning.
- Proven leadership and team management within financial services.
- Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes.
- Qualifications aren't essential but will be encouraged and supported as part of your progression route within this role.
This is a hybrid role with 3 days a week in the office, 2 days working from home.
Paraplanning and Admin Manager employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning and Admin Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities in Newcastle. A friendly chat can sometimes lead to job openings that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning and team management. We recommend role-playing with a friend or using online resources to get comfortable discussing your leadership style and how you drive operational efficiencies.
✨Tip Number 3
Showcase your expertise! When you get the chance to meet potential employers, bring along examples of your past successes in financial planning administration. This could be anything from improving team performance to streamlining processes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm.
We think you need these skills to ace Paraplanning and Admin Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your leadership experience and any relevant financial planning admin or paraplanning roles you've held. We want to see how you can bring value to our Pods!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about leading teams in financial services and how your background aligns with our mission. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to drive operational efficiencies and improve team performance. Numbers and results speak volumes, so don’t shy away from sharing them with us!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Synchronicity Group
✨Know Your Stuff
Make sure you brush up on your knowledge of paraplanning and financial planning administration. Understand the key processes and challenges that come with the role, as well as the specific needs of the firm’s Pods. This will show that you're not just familiar with the basics but are genuinely invested in the position.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about times when you improved team performance or implemented new processes. Be ready to discuss how you can bring that experience to the table and help develop high-performing teams in this new role.
✨Be Process-Oriented
Since the role involves improving processes and sharing best practices, come prepared with ideas on how to enhance efficiency within the team. Think about specific tools or methodologies you've used before that could be beneficial in this context. This will demonstrate your proactive approach to operational efficiencies.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the current challenges the team faces or how success is measured in this role. This shows your interest in the position and helps you gauge if the company culture aligns with your values.