Paraplanner Team Leader

JR United Kingdom; Farnborough; On-site; GBP 40,000 - 55,000; Full time

Job summary

A growing firm in Farnborough is seeking a Paraplanning Team Leader to oversee daily team operations and ensure timely delivery of client cases. The ideal candidate will possess strong analytical skills and experience in the financial services industry, ideally with a Level 4 Diploma. This role involves mentoring, process improvements, and maintaining high standards, making it a key position within the firm.

Qualifications

• Diploma qualified, working towards Chartered status is desirable.
• Financial Services experience is essential, preferably in a life and pensions environment.
• Previous Paraplanning experience is essential across a wide range of providers.

Responsibilities

• Manage team performance against individual targets and case tracking.
• Provide technical support and ensure team training & development.
• Review client fact-finds to support recommendations.

Skills

Excellent communication skills

Strong analytical skills

Interpersonal skills

Training & Development

Education

Level 4 Diploma

Job description

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We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough. You will help manage the team on a day to day basis, ensuring pipleine management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager. You will need to understand the client needs and objectives, helping to define the appropriate advise route and deliver recommendations in a clear and compliant manner.

Responsibilities:

• Daily team management against individual targets, case tracking, ensuring timely delivery of urgent and non-urgent cases within set SLA’s
• Providing technical and problem-solving support, ensure training & development to build the team to competent status
• Continuously introduce improvements within processes and systems, liaising with the Paraplanner Manager to implement them.
• Working with the Paraplanner Manager to maintain an effective Paraplanning team
• To review and quality check client fact-finds to ensure the information provided allows fund and product research to be undertaken
• Complete all case research, obtain illustrations and associated documents to support the recommendation and maintain compliant files
• Set down holistic financial planning advice using the information provided to draft a recommendation report; use own knowledge and expertise to construct a draft advice report where this falls outside of templated reports/standard paragraphs
• Co-ordinate the issue of the final recommendation report with all enclosures and upload cases to back office system.
• To maintain both technical and market knowledge as appropriate to maintain CPD and demonstrate ability to analyse, research and document recommendations across whole of market products.

Skills:

• Excellent communication skills both written and verbal
• Strong analytical skills for both individual client work and assessment of other Paraplanner work.
• Strong interpersonal skills to ensure effective delivery of technical and process training.
• Training & Development with track record of mentoring individuals successfully

Knowledge:

• Knowledge of the regulatory regime and the requirements and guidance issued by the FCA and other appropriate legislative, regulatory, governmental or Industry bodies.
• Good knowledge of current industry best practice
• Industry knowledge related to advice across a wide range of providers, products, funds.

Experience:

• Financial Services experience is essential preferably obtained in a life and pensions environment.
• Previous Paraplanning experience is essential, across a wide range of providers.

Qualifications:

• Level 4 Diploma qualified essential, working towards Chartered status is desirable