Paraplanner Team Leader (London)

7IM; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dynamic Paraplanner Team Leader to manage and develop their Paraplanning Team. This role involves overseeing daily operations, ensuring high standards of client service, and implementing efficient processes using advanced systems like Xplan. The ideal candidate will possess strong leadership skills and a deep understanding of financial services, with a focus on continuous improvement and team development. Join a forward-thinking company committed to excellence and client satisfaction, where your contributions will significantly impact the team's success.

Qualifications

• At least 2 years’ experience in Financial Services within a support function.
• Experience in staff management and training.

Responsibilities

• Manage day-to-day activities of the Paraplanning Team.
• Conduct performance reviews and training for team members.

Skills

Team Leadership

Client Service

Communication Skills

Organizational Skills

Decision Making

Education

Experience in Financial Services

Knowledge of FCA regulations

Tools

Xplan

Pershing

MS Word

MS Excel

Job description

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Purpose

To manage the Paraplanners and the functions they carry out across PCT & Amicus and support the Private Client Operations Manager.

About The Role

Purpose

To manage the Paraplanners and the functions they carry out across PCT & Amicus and support the Private Client Operations Manager.

Responsibilities

1. Managing the day-to-day activities of the Paraplanning Team across PCT & Amicus
2. Training and development of the Team to ensure skills are consistent throughout
3. Ensure procedures, skills matrix and training plans are in place for the team and new starts and when gaps are identified the relevant training has been put in place
4. Standardising and improving processes across the Edinburgh PCT, London PCT and Amicus to ensure consistency and efficiencies across the team and 7IM using Xplan where possible.
5. Effective WIP management across PCT & Amicus Paraplanners ensuring deadlines are met and the relevant support is given where required
6. Continually suggesting realistic & appropriate improvements and solutions to problems with the Private Client Operations Manager
7. Conducting half yearly performance reviews & monthly 121’s in line with agreed Balance Business Scorecard and performance metrics
8. Collation and delivery of monthly MI for the co-ordination, control, analysis, and visualisation of information in the team ensuring work across the team is completed in a timely manner and to a high standard.
9. Participate in any projects and relevant business initiatives that will improve the processes across the team
10. Covering any additional work across team functions when required when there is limited capacity and be the point of escalation for any issues that arise within the team.
11. Work closely with those in the support management team to assist with day to day activities and strategic planning participating in projects and business initiatives when required
12. Continually look at ways to enhance operational systems and procedures to maximise efficiencies e.g. Xplan (practice management system)
13. Contributing to the growth of the company through management of a high performing team.
14. Keep up to date with FCA rules and regulations.
15. Complete monthly compliance modules in timely fashion before deadlines.
16. Subscribe to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
17. Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
18. Other duties, as reasonably required by the line manager and 7IM.

About You

Knowledge

• At least 2 years’ experience in the Financial Services Industry within a support function.
• Good understanding of Xplan, Pershing and other in-house systems.
• Knowledge of creating and updating processes & procedures
• Experience in staff management, training, coaching a team.

Skills & Qualifications

• Current or previous experience of leading teams.
• Current or previous experiences as a Paraplanner for HNW clients, preferably in an Independent firm.
• Ambitious, energic & highly motivated, with strong communication, decision-making and organisational skills.
• Client focused, delivering a high standard of client service
• Proficient in MS Word/Excel

Other Relevant Information

• Reports into Private Client Operations Manager
• Due to the seniority of this position the jobholder will need to demonstrate high levels of personal integrity and honesty
• The role will require an ability to work with individuals at all levels across the firm, requiring high levels of business acumen and emotional intelligence.

About Us

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