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Paraplanner Team Leader

2 months ago

East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Senior Paraplanner Team Leader

Industry: Financial Planning

Location: Sussex

Salary: Up to £65,000 (negotiable dependent on experience)

Job Reference: 9403

Job Description:

Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex. Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.

As a Senior Paraplanner Team Leader, you will be an integral part of the firm’s continued success, providing advanced technical support, managing complex cases, and fostering the growth of a skilled team.

Duties will include but not limited to:

  • Act as the main point of contact for all senior technical support.
  • Oversee and manage complex financial planning cases, ensuring accuracy and adherence to compliance standards.
  • Mentor and support junior team members, promoting professional development and excellence.
  • Prepare bespoke suitability reports and client financial plans.
  • Attend client meetings when complex issues arise
  • Assist the Investment Director


Benefits:

  • Salary up to £65,000
  • Company pension
  • Fully supported exams and progression
  • Death in service
  • Parking
  • Private medical insurance

Skills and experience required:

  1. 4 years + experience in a Paraplanning role
  2. Excellent understanding of Financial Planning
  3. Level 4 Diploma in Financial Planning
  4. Attention to detail
  5. Excellent written and verbal communication skills


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Sussex on a Senior Paraplanner role.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.

• Start every journey with a conversation to find out about you in-depth.

• Provide honest feedback on where you fit in the jobs market.

• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

• Take a holistic mindfulness approach – career happiness is rarely just about the money.

• Cover the whole of the UK with a local touch through our regional teams.

• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.