Paraplanning Team Leader

3 weeks ago

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

We are seeking a highly skilled Paraplanning Team Leader to join our client's expanding firm in London. This role will involve managing the team on a day-to-day basis, ensuring pipeline management and progressing cases in a timely manner.

The successful candidate will have a strong technical knowledge of financial products and excellent communication skills, both verbally and in writing. They will also be able to communicate effectively with departments across the business as well as clients.

Key Responsibilities:
  • Day-to-day management of Paraplanners, including tracking their competency and training needs.
  • Running quarterly reviews for direct reports, performing end-of-year remuneration review meetings, and conducting peer reviews for the paraplanning team.
  • Producing and analysing management information, actively managing and taking responsibility for the performance of the team.
  • Maintaining templates and tools, analysing client information, and constructing appropriate solutions for clients in conjunction with advisers.
  • Writing suitability reports for cases of varying complexity, running cashflow models for clients, and being a point of contact for technical queries.
Requirements:
  • At least 5 years of Paraplanning experience within the financial services industry, with a strong understanding of all financial products.
  • Excellent communication skills, both verbally and in writing, with the ability to communicate effectively with departments across the business and clients.
  • Confident in running training sessions/meetings, happy to share knowledge and experience with the wider team, and comfortable working in a fast-paced environment.
  • Strong IT skills, with experience of Curo, FE Analytics, and Voyant advantageous.
  • Completed or well on their way to completing their Level 6 Advanced Diploma in regulated Financial Planning.
Salary and Benefits:

The salary range for this role is £45,000 - £60,000 per annum, depending on experience. Our client offers a competitive benefits package, including opportunities for professional development and growth within the company.

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