Financial Planning Team Lead
2 days ago
About the Role
Ferguson Dean is seeking an experienced Senior Paraplanner to join our financial planning team as a Strategic Financial Planning Manager. This is a unique opportunity to elevate your career by taking on a leadership role with a dynamic team.
Key Responsibilities
- Team Support and Development: Assist the paraplanning team in crafting accurate financial plans and suitability reports, providing guidance on strengths and weaknesses, and improving processes and templates.
- Strategic Implementation: Monitor workload, manage team workflow, and ensure compliance with legislative requirements, providing updates to the board of directors and operations team.
- Client-Focused Research: Conduct thorough research and analysis to meet client needs, covering areas such as inheritance tax planning, trusts, bonds, and higher-risk investments like EIS/VCT/BPR.
- Technical Guidance: Offer technical support to the Client Relationship Team, ensuring advice is implemented accurately and compliantly.
- Process Improvement: Continuously refine research and suitability report processes and templates, contributing to the overall efficiency of the team.
Requirements
- Financial Planning Expertise: A deep understanding of the financial planning process, with experience in a paraplanning role.
- Management Experience: Ideally, experience in a management or supervisory role.
- Professional Qualifications: Achieved at least Level 4 (CII Diploma in Financial Planning), with a preference for Chartered status or working towards it.
- Technical Proficiency: Proficient in Intelligent Office, FE Analytics, Dynamic Planner, and The Exchange.
- Communication Skills: Excellent written and verbal communication skills, with a focus on detail and accuracy.
What We Offer
Ferguson Dean is committed to providing a dynamic and supportive work environment, with opportunities for continuous professional development. We offer a 37.5-hour working week, with a hybrid working policy allowing for flexibility and work-life balance.
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