Head of Paraplanning

1 month ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions.

They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning.

If you see yourself working for a company that allows you to excel at the speed of your talent and be part of a young growing team, then this may be the career for you.


In this role you will;

  • Manage workflow capacity (in-house and outsource) and on weekly teamwork allocation
  • Perform quality assurance checks to ensure the highest quality of work across the board
  • Liaise with SJP's Business Assurance (BA) team to ensure regulatory requirements are understood and embedded
  • Work with BA to review feedback and resolve issues
  • Drive improvement of the paraplanning process and contribute to a continuous improvement culture
  • Meet Quality of Documentation (QoD) targets and other KPIs
  • Contribute to operational processes and quality improvement initiatives
  • Facilitate training sessions (e.g. Knowledge Sharing, New Joiner Induction, etc.)
  • Liaise with Advisers and communicate case updates and required information
  • Liaise with Administration Teams as needed
  • Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
  • You will ensure that the team are processing work in a compliant and timely manner and also to an exceptional standard
Requirements

About you

To be successful in this role you will have the following knowledge;

  • Level 4 Diploma in Financial Planning or equivalent
  • In depth knowledge of Paraplanning processes
  • Understanding of Paraplanning at SJP
  • Knowledge of SJP Business Assurance standards
To be successful in this role you will have the following skills;

  • Attention to detail
  • Planning and organisation
  • Open communication
  • Coaching and leadership
  • Initiative
To be successful in this role you will have demonstrate the following experience;

  • Paraplanning ideally within SJP
  • Leading and developing a team
  • Managing a workflow - delegating workload, monitoring progress, analysing performance
  • Working in a fast paced, high-pressured environment


If you want to apply for this great opportunity then please submit a copy of your CV to Sam at Artemis Recruitment.

  • Head of Paraplanning

    1 week ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your missionAs the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced paraplanners is to the highest standard. At Apollo, paraplanners are also responsible...

  • Head of Paraplanning

    1 day ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your missionAs the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced paraplanners is to the highest standard. At Apollo, paraplanners are also responsible...

  • Head of School

    7 days ago

    London, Greater London, United Kingdom University of Westminster Full time

    This post is full time, working 35 hours per week. We are seeking to appoint an inclusive, compassionate, and transformative leader to join the College of Liberal Arts and Sciences Executive Group as the Head of School for the School of Social Sciences.The School of Social Sciences is a place where discoveries are made, barriers are broken, diversity is...

  • Head of School

    1 day ago

    London, Greater London, United Kingdom University of Westminster Full time

    This post is full time, working 35 hours per week. We are seeking to appoint an inclusive, compassionate, and transformative leader to join the College of Liberal Arts and Sciences Executive Group as the Head of School for the School of Social Sciences.The School of Social Sciences is a place where discoveries are made, barriers are broken, diversity is...

  • Deputy Head of School

    2 weeks ago

    London, Greater London, United Kingdom UNIVERSITY OF GREENWICH Full time

    School of Management & MarketingLocation: Greenwich CampusSalary: £56,021 to £64,914 per annumContract Type: Fixed Term - 36 monthsClosing Date: Monday 03 June 2024Interview Date: To be confirmedReference: 4514-EThe University of Greenwich is home to a truly global community of staff and students, we have ambitions to develop our already successful Schools...

  • Deputy Head of School

    1 day ago

    London, Greater London, United Kingdom UNIVERSITY OF GREENWICH Full time

    School of Management & MarketingLocation: Greenwich CampusSalary: £56,021 to £64,914 per annumContract Type: Fixed Term - 36 monthsClosing Date: Monday 03 June 2024Interview Date: To be confirmedReference: 4514-EThe University of Greenwich is home to a truly global community of staff and students, we have ambitions to develop our already successful Schools...

  • Assistant Head of School, Art

    1 week ago

    London, Greater London, United Kingdom University of Westminster Full time

    This post is full-time, 35 hours per week. The tenure of the Assistant Head of School role is for an initial period of three years, with scope to extend to up to five years in total. It is underpinned by a permanent academic position. Westminster School of Arts, University of Westminster has a longstanding reputation as an environment of innovation and...

  • Assistant Head of School, Art

    1 day ago

    London, Greater London, United Kingdom University of Westminster Full time

    This post is full-time, 35 hours per week. The tenure of the Assistant Head of School role is for an initial period of three years, with scope to extend to up to five years in total. It is underpinned by a permanent academic position. Westminster School of Arts, University of Westminster has a longstanding reputation as an environment of innovation and...

  • Head of Public Engagement

    2 months ago

    London, Greater London, United Kingdom Courtauld Institute of Art, University of London Full time

    Job descriptionThe Courtauld is seeking to appoint a Head of Public Engagement to lead the Public Programmes department and work across the institution to develop further and oversee the delivery of an ambitious portfolio of programmes and an inspiring new public engagement strategy leading to our centenary in 2032. The Courtauld's Public Programmes...

  • Head of Partnership Development

    2 months ago

    London, Greater London, United Kingdom University of Greenwich Full time

    The Head of Partnership Development & Engagement works closely with the Deputy Dean and Faculty Operating Officer as a member of the Faculty Management Team responsible for leading, with the PVC and Deputy Dean, the Faculty's enterprise, and Engagement strategy both in the UK and internationally. This will include developing and implementing initiatives to...

  • Assistant Head of School in Screen

    1 week ago

    London, Greater London, United Kingdom University of Westminster Full time

    This post is full time, 35 hours per week and fixed term and rotating for a period of three years, with the possibility of extension for a further two years. Following completion of the term of office, postholder will revert to a permanent substantive academic post.The School of Media and Communication at Westminster is looking for an Assistant Head of...

  • Head of Partnership Development

    2 months ago

    London, Greater London, United Kingdom UNIVERSITY OF GREENWICH Full time

    Faculty of Education, Health and Human SciencesLocation: Avery Hill CampusSalary: £56,021 to £64,914 plus £4069 London weighting per annumContract Type: PermanentClosing Date: Sunday 28 April 2024Interview Date: Friday 10 May 2024Reference: 4509The Head of Partnership Development & Engagement works closely with the Deputy Dean and Faculty Operating...

  • Head of Music

    1 week ago

    London, Greater London, United Kingdom City of London Academy (Southwark) Full time

    Head of MusicWorking Hours: Full TimeSalary: Up to UPS3 (Inner London) plus TLR 2C - £7,847You are an excellent leader; we are a top performing Trust. Together, we can create truly exceptional schools.About the RoleCity of London Academies Trust (COLAT) is seeking to appoint a Head of Music from September 2024. You will support the Music department to...

  • Assistant Head of Timetabling

    1 week ago

    London, Greater London, United Kingdom University Of The Arts London Full time

    Assistant Head of Timetabling - Data Quality & Planning Permanent Job Type: Full time £42,477 to £50,961 per annum UAL - Various sites, London UK The opportunity University of the Arts London is seeking an Assistant Head of Timetabling - Data Quality & Planning, to be responsible for ensuring that the timetabling system, the data it holds, and all...

  • Head of Reward

    1 week ago

    London, Greater London, United Kingdom University of East London Full time

    University of East LondonWe're the University of East London (UEL), founded in 1898 and proud to change lives through education. Our goal is to advance industry 5.0 careers-first education and provide a clear path to the jobs and opportunities of the future. We're committed to driving diversity in the 5.0 talent pipeline, working in partnership to promote...

  • Head of Reward

    1 day ago

    London, Greater London, United Kingdom University of East London Full time

    University of East LondonWe're the University of East London (UEL), founded in 1898 and proud to change lives through education. Our goal is to advance industry 5.0 careers-first education and provide a clear path to the jobs and opportunities of the future. We're committed to driving diversity in the 5.0 talent pipeline, working in partnership to promote...

  • Head of Strings

    1 month ago

    London, Greater London, United Kingdom Royal College of Music Full time

    Founded in 1882, The Royal College of Music (RCM) is a world leading music conservatoire with a prestigious history and contemporary outlook. Our excellence was recognised by the 2024 QS World University Rankings, in which we were ranked as the global top institution for both Music and Performing Arts by Subject.The RCM has a distinguished tradition of...

  • Head of Impact and Reporting

    1 week ago

    London, Greater London, United Kingdom City of London Full time

    The City of London Corporation is a unique and historic organisation. Situated in the heart of London's ancient financial district – the Square Mile – we are the voice of the United Kingdom's financial and professional services. We are also the governing body of the Square Mile, with local authority responsibilities from planning and transport to...

  • Head of Fundraising

    2 weeks ago

    London, Greater London, United Kingdom London Academy of Excellence (LAE) Full time

    Head of Fundraising & PartnershipsFull time 37.5 hours a week Salary: In the region of £50k Negotiable based on experience and qualification London Academy of Excellence - Stratford (LAE) is seeking to recruit a Head of Fundraising and Partnerships to help it transform the lives of scholars from disadvantaged backgrounds. The ideal candidate will join LAE...

  • Head of Fundraising

    1 day ago

    London, Greater London, United Kingdom London Academy of Excellence (LAE) Full time

    Head of Fundraising & PartnershipsFull time 37.5 hours a week Salary: In the region of £50k Negotiable based on experience and qualification London Academy of Excellence - Stratford (LAE) is seeking to recruit a Head of Fundraising and Partnerships to help it transform the lives of scholars from disadvantaged backgrounds. The ideal candidate will join LAE...