Paraplanner Team Leader

Premier Jobs UK; Farnborough; Hybrid; GBP 50,000 - 52,000; Full time

Job summary

A leading independent financial advice firm in Farnborough is seeking a Paraplanner Team Leader. The role involves managing a team of Paraplanners while ensuring quality control, mentoring staff, and performing paraplanning duties. Ideal candidates will have a Level 4 Diploma in Financial Planning and relevant Paraplanning experience. Benefits include a competitive salary, hybrid working, and extensive company perks.

Benefits

25 days holiday plus bank holidays

6% employer and 3% employee pension contribution

4x life assurance

PMI, income protection and critical illness

1-day annual allowance for charity work

Qualifications

• Experience as a Paraplanner with a wide range of skills.
• Mentored and developed individuals ideally within Financial Services.

Responsibilities

• Manage the Paraplanner team and oversee case progress.
• Undertake researching and reviewing financial plans.
• Prepare draft suitability reports for Financial Advisors.

Skills

Mentoring

Financial Planning

Research

Tax Calculations

Quality Management

Education

Level 4 Diploma in Financial Planning

Job description

This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis

As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front

In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor

You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience.

Paraplanner Team Leader Requirements

• You must hold Level 4 Diploma in Financial Planning or equivalent
• You must have experience as a Paraplanner with a wide range of skills and knowledge
• You should have successfully mentored and developed individuals (ideally within Financial Services)

The Company

This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success.

Paraplanner Benefits

• Salary of 50,000 - 52,000
• Hybrid working with level of office presence to be discussed at interview
• Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more!
• Regular charity initiatives, including 1-day annual allowance for charity work

Locations

Farnborough

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