Senior Paraplanning Team Lead: Research & Wealth Planning

JJ SEARCH LIMITED; England; Presencial; GBP 50.000 - 70.000; Jornada completa

Descripción de la vacante

JJ SEARCH LIMITED is seeking a Paraplanning Team Leader in the United Kingdom to actively manage a team of paraplanners supporting Wealth Planners. You will oversee research on a full range of financial planning products and services, and prepare client-centric suitability reports in line with our compliance framework.

The role requires senior paraplanning experience with team leadership, strong knowledge of investments, pensions and protection, and proficiency in XPlan and cashflow planning

Formación

• Senior-level paraplanning experience with team leadership.
• Experience across Investments, Pensions and Protection.
• RQF Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Advanced Diploma in Financial Planning (desirable).
• Experience with XPlan and cashflow planning software (desirable).
• Excellent interpersonal and communication skills.

Responsabilidades

• Lead and manage the paraplanning team.
• Oversee workload and resolve day-to-day issues.
• Prepare client-centric suitability reports and letters.
• Support Wealth Planners with research on financial products and services.
• Contribute to process improvements and best practices.

Conocimientos

Paraplanning leadership

Team management

Financial planning

Interpersonal skills

Educación

RQF Level 4 Diploma in Regulated Financial Planning

Advanced Diploma in Financial Planning (desirable)

Herramientas

XPlan

Cashflow planning software

Descripción del empleo

JJ SEARCH LIMITED is seeking a Paraplanning Team Leader in the United Kingdom to actively manage a team of paraplanners supporting Wealth Planners. You will oversee research on a full range of financial planning products and services, and prepare client-centric suitability reports in line with our compliance framework.

The role requires senior paraplanning experience with team leadership, strong knowledge of investments, pensions and protection, and proficiency in XPlan and cashflow planning