Paraplanning Team Leader

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Progeny Full time

As a Paraplanning Team Leader you will oversee the management and growth of the paraplanning team, ensuring efficient and high-quality work output. Your role involves collaborating with team members to maintain exceptional service for Financial Planners and clients, while providing guidance and leadership to a team of Paraplanners at different career stages.

Key Responsibilities
  • Work with key Product Providers, Planners, Investment Managers, and Compliance stakeholders to understand client and regulatory requirements.
  • Act as a primary contact for colleagues and Financial Planners, representing the team and resolving issues.
  • Develop and manage team members, including setting KPIs, training, and performance management.
  • Ensure effective management of the Paraplanning team to deliver work at high quality standards.
  • Maintain updated industry and technical knowledge.
  • Utilize technology for efficient team operations and productivity monitoring.
Skills, Knowledge and Expertise
  • CII Diploma in Financial Planning/Regulated Financial Planning, aiming for Chartered Status.
  • Previous experience in paraplanning or a similar technical role.
  • Proven track record in training and managing team members.
  • Comprehensive knowledge of financial planning and advice.
  • Strong leadership and people management skills.

Benefits

  • 30 days holiday plus public holidays
  • Wellbeing and Birthday holidays
  • Volunteering and Family leave
  • Private medical insurance and Employee assistance programme
  • Group pension and Life assurance schemes
  • Eyecare vouchers and Hybrid working options
  • Referral scheme for employees

We are a unique firm in the UK, offering independent financial planning, asset management, tax, HR, and private and corporate legal services under one roof. Our forward-thinking approach leverages technology to streamline processes and enhance client relationships.

At Progeny, we believe in creating, enhancing, and preserving wealth while driving positive change. Through the Progeny Foundation, we support local charities like Zarach and hold the prestigious B-Corp certification. Our recent achievements include significant team growth and winning the Best Employer award at the Yorkshire Financial Awards for three consecutive years.



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