Head of Paraplanning

Premier Jobs UK Limited; England; On-site; GBP 125,000 - 150,000; Full time

Job summary

A financial planning firm in South Leicester is looking for an experienced Head of Paraplanning. This leadership role requires a Level 4 Diploma in Financial Planning, strong paraplanning experience, and the ability to mentor a team. Benefits include up to 25 days of holiday, a non-contributory pension scheme, and modern office amenities. Ideal for candidates passionate about supporting clients.

Benefits

Gym facilities

Secure on-site parking

Generous non-contributory pension scheme

Qualifications

• Supervisory or management experience in a team leadership role.
• Strong experience within paraplanning.

Responsibilities

• Oversee and manage workload, focusing on task prioritization.
• Provide technical assistance to the team and Financial Advisers.
• Ensure high departmental quality and consistency.
• Conduct staff training and mentoring.

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

Overview

This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the front as a Diploma qualified individual with strong paraplanning technical experience and expertise. The business is proud of the internal development they offer to their team, which you should look to embrace through supporting team development and process improvement.

Responsibilities

• Oversee and manage workload through delegating tasks / workflows, focusing on prioritising works, turnaround times, managing Financial Adviser needs and meeting case deadlines
• Report to the Senior Management team
• Provide process improvement across your team and the wider business
• Providing technical help for the team, Financial Advisers and other departments
• Ensure the quality of the department is of high standard and consistent
• Provide staff training and mentoring, including tracking progress
• Hold regular 1:1s, departmental meetings and technical training sessions
• Be involved in Paraplanner recruitment

Head of Paraplanner Requirements

• You should have supervisory, team leader / management experience
• You should hold Level 4 Diploma qualified in Financial Planning or equivalent
• You should have strong experience within paraplanning and capable of being the Head of Paraplanning

The Company

Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.

Head of Paraplanning Benefits

• Salary to be discussed upon application
• Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
• Up to 1 days from home, after completion of probation
• 25 days holiday plus bank holidays
• After 3 months service, generous non-contributory pension scheme and 4x DIS
• 37.5 hours per week, Monday to Friday
• Working within a business that is passionate about helping their clients
• Regular paid team events through the year to get involved in

Location

South Leicester

How to Apply

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