Head Paraplanner - Lead & Elevate Wealth Planning

Ikrut; Ashby-de-la-Zouch; Sur place; GBP 70 000 - 90 000; Plein temps

Résumé du poste

LH Financial Planning Ltd, an Appointed Representative of St. James’s Place Plc, is seeking a Head Paraplanner to lead the paraplanning team. The role focuses on overseeing workflow, quality, and collaboration with the Partner and Advisers on complex cases.

You should have strong IHT and estate planning knowledge, a Level 4 Diploma PFS, and experience mentoring others. The role is based in Ashby De La Zouch and offers an opportunity to shape the function within a high-calibre Wealth Management

Qualifications

• Paraplanning experience in an IFA or Wealth Management environment; strong end-to-end handling of complex cases.
• Experience managing, supervising or mentoring others.
• Up-to-date knowledge of relevant regulation and legislation.

Responsabilités

• Lead, manage and develop the paraplanning team and oversee workflow and quality.
• Act as the key link between paraplanning and Partner/Advisers to ensure best technical service.
• Drive delivery of high-quality paraplanning for complex client cases.

Connaissances

Leadership

Project management

Coaching

Written communication

Numeracy

Attention to detail

Organised

Client management

Team collaboration

Formation

Minimum Level 4 Diploma PFS

Chartered Financial Planner (or working towards)

Outils

Salesforce

Microsoft Office

Description du poste

LH Financial Planning Ltd, an Appointed Representative of St. James’s Place Plc, is seeking a Head Paraplanner to lead the paraplanning team. The role focuses on overseeing workflow, quality, and collaboration with the Partner and Advisers on complex cases.

You should have strong IHT and estate planning knowledge, a Level 4 Diploma PFS, and experience mentoring others. The role is based in Ashby De La Zouch and offers an opportunity to shape the function within a high-calibre Wealth Management