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Paraplanning Team Lead

2 months ago

Gloucester, Gloucestershire, United Kingdom Search Full time

Job Summary

We are seeking a highly skilled and experienced Paraplanning Team Lead to join our team at Search. As a key member of our organization, you will be responsible for leading, motivating, and developing a team of Paraplanners.

Key Responsibilities

  • Technical Leadership
    • Prepare comprehensive suitability reports across a wide range of advice types, financial products, and investment solutions, undertaking technical research as required.
    • Develop and maintain in-depth knowledge of complex written advice and understanding of clients' needs and desired outcomes.
  • Team Management
    • Conduct regular appraisals, 121s, and drive performance within the team.
    • Coach, mentor, and provide training to develop Paraplanners.
    • Responsible for disseminating important information and business changes that impact the Paraplanning team.
  • Operational Efficiency
    • Manage the report workflow, drive efficiencies within the team, and serve as a technical point of reference for the team.
    • Responsible for overseeing the competence framework of the team by maintaining the skills matrix to understand the skills of the Paraplanning team.
  • Service Excellence
    • Promote a service excellence mindset throughout the team and wider organization.

Key Skills and Experience

  • Demonstrable experience of paraplanning gained with a proven solid technical knowledge.
  • Experience of managing and developing a team.
  • Proven track record of delivering written financial advice.
  • Strong organization and prioritization skills; able to work independently and within a team.
  • Excellent communication both written and verbal.
  • Strong stakeholder management with positive influencing skills.
  • Literacy, numerical, and analytical skills are essential.

Search is an equal opportunities recruiter and welcomes applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation, or age.