Paraplanner Team Leader

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

Job summary

A well-respected Independent Financial Advice firm in Farnborough is seeking a Paraplanner Team Leader. This role involves managing a team, overseeing paraplanning duties, and mentoring Trainee Paraplanners. The ideal candidate will hold a Level 4 Diploma in Financial Planning and have experience in both paraplanning and team leadership. The position offers a salary range of £50,000 to £52,000 with hybrid working and substantial company benefits.

Benefits

25 days holiday plus bank holidays

6% employer and 3% employee pension contribution

4x life assurance

PMI, income protection and critical illness

Regular charity initiatives

Qualifications

• Must hold Level 4 Diploma in Financial Planning or equivalent.
• Experience as a Paraplanner with a wide range of skills and knowledge.
• Experience mentoring and developing individuals in Financial Services.

Responsibilities

• Manage the team and pipeline, progressing cases.
• Undertake paraplanning duties like reviewing fact-finds.
• Prepare draft suitability reports for Financial Advisors.

Skills

Mentoring

Financial Planning

Tax Calculations

Education

Level 4 Diploma in Financial Planning

Job description

Overview

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. 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.

Responsibilities

(Content from Overview; responsibilities are described in the overview and role description above.)

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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