Senior Paraplanner (Wealth Management Firm), Edgware (NW London), to £50,000 - £70,000 (DOE)

Financial Divisions; Edgware; On-site; GBP 40,000 - 80,000; Full time

Job summary

An innovative wealth management firm is on the lookout for a Senior Paraplanner to lead a dynamic team dedicated to providing exceptional service to private clients. This role is perfect for a professional with a solid background in Paraplanning, who excels in leadership and is passionate about driving business improvements. You will be instrumental in managing workflows, ensuring regulatory compliance, and fostering a culture of continuous improvement. If you are ready to elevate your career in a forward-thinking environment, this opportunity is tailored for you.

Qualifications

• Strong background in Paraplanning with team leadership experience.
• In-depth knowledge of Paraplanning processes and business improvement.

Responsibilities

• Manage workflow capacity and weekly team allocation.
• Drive improvement of the paraplanning process and facilitate training.
• Mentor junior team members and communicate case updates.

Skills

Leadership Skills

Coaching Skills

Attention to Detail

Planning and Organisation

Communication Skills

Initiative

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

My client, a forward-thinking and innovative wealth management firm, is seeking a highly skilled and experienced Senior Paraplanner to join their team. As a key member of our Paraplanning function, you will be responsible for managing a team of professionals who provide a highly personal service to private clients and families.

The ideal candidate will have a strong background in Paraplanning, with experience in leading and developing teams, managing workflows, and driving business improvement initiatives.

You will also need to have a Level 4 Diploma in Financial Planning or equivalent, in-depth knowledge of Paraplanning processes, and understanding of Paraplanning.

This role requires strong leadership and coaching skills, as well as attention to detail, planning and organisation, open communication, and initiative.

Responsibilities

• Managing workflow capacity and weekly team allocation
• Liaising with the team to ensure regulatory requirements are understood and embedded
• Driving improvement of the paraplanning process and contributing to a culture of continuous improvement
• Contributing to operational processes and quality improvement initiatives
• Facilitating training
• Liaising with Advisers and communicating case updates and required information
• Liaising with Administration Teams as needed
• Providing guidance to junior team members and mentoring Junior Paraplanners

If you’re ready to take the next step in your career, please contact Samantha at Financial Divisions to discuss this opportunity further.