Head of Paraplanning
6 days ago
Head of Paraplanning based in London
Competitive salary with excellent benefits package
**Day to Day**
- Formulate solutions to complex wealth cases in order to meet the needs of high net worth families and individuals.
- Oversee and manage the Paraplanning team
- Deliver high quality, bespoke, compliant reports within agreed timescales
- Drive improvements in efficiency, turnaround times and quality of the paraplanning output through engagement with IT, data management, the advisers and compliance
- Agreeing, monitoring, managing and reporting on team KPI's
- Management of day-to-day client matters in an efficient and accurate manner
- Co-ordinate, distribute, monitor and work on paraplanning projects and reports
- Assist with the training and development of junior paraplanners
- Proficient in all areas of financial planning including high value estate and intergenerational planning, DB Transfers, trust structuring, offshore/onshore bonds and cashflow modelling
- Provide a client-benefit driven focus, as well as an understanding of what makes for an efficient and happy team
- Manage complexity and coordinate across several departments under strict timelines
- Experience using FE Analytics and Voyant advantageous but not essential
- Be a competent but approachable leader
- Be happy to work in a busy and sometimes stressful environment, whilst maintaining a calm demeanour, in order to manage different deadlines
- Have a strong attention to detail with a real focus on accuracy
- Offer the ability to communicate with departments across the business, at all levels, as well as senior management and external partners
**Qualifications**
- University graduate or equivalent combination of education/experience
- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning essential
- Level 6 Pension Transfers (PETR) desirable
- Level 6/Chartered status desirable but not essential
- Experience with financial planning principles
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