Paraplanner Team Leader

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; Farnborough; On-site; GBP 40,000 - 55,000; Full time

Job summary

Join a leading recruitment consultancy as a Paraplanning Team Leader in Farnborough. In this role, you will oversee a dedicated team, ensuring the timely progression of cases while providing ongoing training and technical support. The ideal candidate will have a strong background in financial services and hold a Level 4 Diploma, with ambitions towards Chartered status. This is a fantastic opportunity to influence team performance and contribute to high-quality client outcomes.

Qualifications

• Experience in financial services, preferably in life and pensions.
• Previous paraplanning experience across multiple providers.
• Working towards Chartered status is desirable.

Responsibilities

• Manage the paraplanning team on a day-to-day basis.
• Ensure timely delivery of case research and recommendations.
• Maintain technical and market knowledge to support compliance.

Skills

Excellent communication skills

Strong analytical skills

Strong interpersonal skills

Training & Development

Education

Level 4 Diploma qualified

Job description

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ARTEMIS RECRUITMENT CONSULTANTS LIMITED provided pay range

This range is provided by ARTEMIS RECRUITMENT CONSULTANTS LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from ARTEMIS RECRUITMENT CONSULTANTS LIMITED

Financial Services Senior Consultant at ARTEMIS RECRUITMENT CONSULTANTS LIMITED

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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Research

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