Head of Paraplanning
3 weeks ago
We are working with an established wealth management firm based in Gloucester, who is seeking a Head of Paraplanning join their growing team. You will be managing a small team of Paraplanners with the aim of growing this team over the coming months. The right individual will possess excellent interpersonal skills, and have a thorough understanding of Paraplanning. You will need to be diploma qualified as a minimum, but ideally Chartered or working towards this.
Responsibilities and Experience:
- A qualified and experienced paraplanner, preferably with experience working in an independent firm.
- Must be level 4 qualified as a minimum, but ideally close to or at Chartered status with a mindset of continuous development.
- Responsible for training and mentorship of members of the Paraplanning team.
- Previous management experience preferable but not essential, if you have the Paraplanning experience and feel you have the right skills to manage a team get in touch.
- Have the ability to manage and allocate workflow, working with Head of Administration and Advisers to coordinate caseflow.
- Strong IT skills with the knowledge and ability to use third party tools as part of conducting research.
- The individual will assist with case and compliance checks and assist with the implementation of legislative and regulatory changes within the firm.
- Must have an ‘egoless’ approach to work with advisers in the best interests of the client. Somebody with a client first view of advice.
- Driver of change to research and advice processes and implementation of new processes.
- Solution focused
- Conducting appraisals and HR requirements for Paraplanning team members
- Recruitment of new members to the Paraplanning team
- Must be office based for Training and Membership of the team. Hybrid working to be discussed but minimum of 3 days a week in the office required.
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Paraplanning Leadership Role
3 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeJob TitleHead of ParaplanningAbout the RoleWe are seeking a Paraplanning Manager to take charge of complex tasks and contribute to our growing team with a collaborative approach to success.Key ResponsibilitiesManage and mentor a small team of paraplanners.Take charge of complex paraplanning tasks, including ITP, cashflow modelling, pensions, and other...
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Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeHead of Paraplanning - £55,000 + BenefitsA leading IFA business in Gloucestershire is seeking an experienced Paraplanning Manager to join their growing team. The company has achieved significant success and is poised for further growth.This role presents an excellent opportunity for a motivated and ambitious individual to take on new challenges and drive...
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Senior Paraplanning Manager
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Gloucester, Gloucestershire, United Kingdom Heat Recruitment Full timeWe are partnering with a prominent wealth management firm to find a skilled Head of Paraplanning. As a key member of the team, you will oversee a team of paraplanners and drive growth through strategic management.Key Responsibilities:A seasoned paraplanner with significant experience in an independent firm, preferably with a Level 4 qualification and a...
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Head of Paraplanning
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Head of Paraplanning
3 weeks ago
Gloucester, United Kingdom Heat Recruitment Full timeWe are working with an established wealth management firm based in Gloucester, who is seeking a Head of Paraplanning join their growing team. You will be managing a small team of Paraplanners with the aim of growing this team over the coming months. The right individual will possess excellent interpersonal skills, and have a thorough understanding of...
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Head of Paraplanning
1 week ago
Gloucester, United Kingdom Heat Recruitment Full timeJob Description We are working with an established wealth management firm based in Gloucester, who is seeking a Head of Paraplanning join their growing team. You will be managing a small team of Paraplanners with the aim of growing this team over the coming months. The right individual will possess excellent interpersonal skills, and have a thorough...
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Paraplanning Team Lead
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Gloucester, United Kingdom Heat Recruitment Full timeParaplanning Team LeadWe are working with a wealth management firm in Gloucester to find a Paraplanning Team Lead. The successful candidate will manage a small team of Paraplanners, focusing on growing the team over time. They will need to possess excellent interpersonal skills and have a thorough understanding of Paraplanning, with a minimum of a diploma...
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Head of Environment and Sustainability
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