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- Tasks: Lead paraplanning operations, ensuring efficient case management and high-quality reports.
- Company: Join a dynamic team in Bristol focused on transforming financial advisory services.
- Benefits: Enjoy flexible working with one day WFH and a competitive salary plus bonuses.
- Why this job: Make a real impact while collaborating in a supportive and ambitious environment.
- Qualifications: Must have 3+ years as a paraplanner and DipPFS Level 4 qualification.
- Other info: Contact Marie McDermott for more details about this exciting opportunity.
The predicted salary is between 45000 - 50000 £ per year.
Based in Bristol. Full time, 1 day WFH, 4 days office. Salary: £45,000 to £50,000 dependent on experience, plus a discretionary annual bonus and benefits.
Are you an experienced qualified Paraplanner looking to stretch into a more senior, leadership-oriented role? This is your opportunity. You must be DipPFS Level 4 qualified.
Key Responsibilities of the Head of Paraplanning:- Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
- Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and mortgages.
- Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
- Document & Compliance Checks: Conduct thorough pre-submission checks, ensuring client documentation (ID, credit reports, etc.) is complete and compliant.
- Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
- CRM & Workflow Management: Maintain accurate client records and case notes in Concert, Wealthbox, and Dynamics 365.
- Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.
- Experienced & Ambitious: 3+ years as a paraplanner, with the drive to step into a more senior, leadership-oriented role.
- Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.
- Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.
- Self-Starter: You don’t wait for instructions—you see what needs to be done and take the lead.
- Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.
- Make an Impact: You won’t just support advisers—you’ll drive the transformation of their operations.
- Flexible: Enjoy a work environment that adapts to your needs.
- Collaborative Culture: Work alongside a team committed to delivering excellence.
If you are a Paraplanner looking for your next new exciting opportunity then please contact Marie McDermott at marie.mcdermott@tate.co.uk
Head of Paraplanning employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Paraplanning
✨Tip Number 1
Familiarise yourself with the specific CRMs and task management systems mentioned in the job description, such as Concert, Wealthbox, and Dynamics 365. Being able to demonstrate your proficiency with these tools during the interview will show that you're ready to hit the ground running.
✨Tip Number 2
Prepare examples of how you've previously improved workflows or processes in your past roles. Highlighting your problem-solving skills and attention to detail will resonate well with the leadership-oriented nature of this position.
✨Tip Number 3
Network with current or former employees in similar roles to gain insights into the company culture and expectations. This can provide you with valuable information to tailor your approach during interviews and demonstrate your genuine interest in the role.
✨Tip Number 4
Showcase your leadership potential by discussing any experiences where you've taken initiative or led a project. This will help convey your ambition and readiness to step into a more senior role, which is a key requirement for the Head of Paraplanning position.
We think you need these skills to ace Head of Paraplanning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, especially any leadership roles or responsibilities. Emphasise your DipPFS Level 4 qualification and relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition to step into a senior role. Discuss your experience in managing workflows, preparing suitability reports, and your attention to detail. Make it personal and connect your skills to the company's needs.
Highlight Relevant Experience: In your application, focus on specific examples from your past roles that demonstrate your ability to lead, manage cases efficiently, and collaborate with teams. Use metrics or outcomes where possible to illustrate your impact.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for the Head of Paraplanning role.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Leadership Skills
As a Head of Paraplanning, you'll need to demonstrate your ability to lead and inspire a team. Prepare examples from your past experience where you've successfully managed projects or led a team, highlighting your leadership style and how it contributed to achieving goals.
✨Emphasise Attention to Detail
Given the importance of accuracy in paraplanning, be ready to discuss how you ensure high-quality outputs. Bring specific examples of how you've maintained compliance and conducted thorough checks in previous roles, showcasing your meticulous nature.
✨Demonstrate Process Improvement Experience
The role requires a process-minded individual. Be prepared to talk about times when you've identified inefficiencies and implemented changes that improved workflows. This will show your problem-solving skills and your proactive approach to enhancing operations.
✨Familiarity with Technology is Key
Since the job involves using various CRMs and task management systems, make sure to highlight your tech-savviness. Discuss your experience with tools like Concert, Wealthbox, or Dynamics 365, and how you've used technology to streamline processes in your previous roles.
