Senior Paraplanning Team Lead, Wealth Management

JJ SEARCH LIMITED; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

JJ SEARCH LIMITED is seeking an experienced Paraplanning Team Leader to actively manage a team of paraplanners supporting Wealth Planners with high-quality research on pensions, life insurance, tax planning and investments. You will prepare client-centric suitability reports and ensure compliance with processes and frameworks.

The role requires senior paraplanning experience with team leadership, and familiarity with complex financial planning including Investments, Pensions and Protection.

Qualifications

• Senior level paraplanning experience with team management.
• Experience in Investments, Pensions and Protection, incl. complex areas of financial planning.
• RQF level 4 Diploma in Regulated Financial Planning (or equivalent).

Responsibilities

• Lead and manage the paraplanning team to support Wealth Planners.
• Oversee workload, handle day-to-day issues and absences.
• Support Head of Paraplanning with process improvements and training.
• Undertake research and cash-flow modelling to enable recommendations.
• Prepare suitability reports and client letters for Wealth Planners.

Skills

Team leadership

Paraplanning experience

Interpersonal skills

Communication skills

Financial planning knowledge

Education

RQF level 4 Diploma in Regulated Financial Planning

Advanced Diploma in Financial Planning (desirable)

Tools

XPlan

Cashflow planning software

Job description

JJ SEARCH LIMITED is seeking an experienced Paraplanning Team Leader to actively manage a team of paraplanners supporting Wealth Planners with high-quality research on pensions, life insurance, tax planning and investments. You will prepare client-centric suitability reports and ensure compliance with processes and frameworks.

The role requires senior paraplanning experience with team leadership, and familiarity with complex financial planning including Investments, Pensions and Protection.