Paraplanner Team Leader

2019-09-13 15:41:482020-01-10 Coast Specialist Recruitment
Job Type Permanent full-time
Location London
Area London, UK London
Sector FINANCIAL SERVICES - Paraplanning
Salary £45 - 50,000 pa
Start Date
Advertiser John Heffernan
Telephone 01372738020
Job Ref KEH
Job Views 129
The London office of a Financial Services practice has an excellent opportunity for a qualified and experienced Paraplanner Team Leader to join their team.
The successful candidate will be Level 4 qualified and an experienced paraplanner, looking for the next stage in the development of their career. The focua of this role will be leading and developing a team of paraplanners to deliver a first class research and report writing service.
Main Duties:
·         Leading and developing a client focused motivated team of paraplanners.
·         Writing recommendation and strategy reports
·         Providing regular updates to the Partner on their cases with the team.
·         Dealing with Partners on a day to day basis and tasking in new cases to the team.
·         Dealing with compliance on cases which require pre-approval.
·         Undertaking cash flow modelling.
·         Other research tasks and project work where required.
·         Level 4 qualified.
·         Previous experience working as a strong Paraplanner within an advisory environment.
·         Excellent knowledge and experience of paraplanning pre and post retirement scenarios (including pension transfers), investments, protection and taxation.
·         Previous experience developing a team strategy and implementing changes.
·         Proven track record of balancing commercial needs with compliance requirements.
·         Experience of team  management and/or mentoring, coaching of people including performance management.
·         Proven track record of having challenging conversations with Partners and being able to influence and develop relationships.
If you would like to apply for this vacancy please contact Karen Halliday
Apply Later
Sign in
Similar Jobs
  • Paraplanner/Technical Support
    UK, West Sussex
    £35 - 40,000 pa

    Our client, a friendly, well established and extremely busy IFA practice based in Horsham is looking for a Career Paraplanner to join the team in a vital support role.  You will be working in a team with another paraplanner and administrators, as well as closely with the MD and advisers. This f...
  • Paraplanner
    UK, West Sussex
    £35 - 40,000 pa

    Our client, a well established IFA practice in Horsham is seeking a paraplanner to join the team.
    Key Contributions and Outputs:
      Supporting the Financial Planner(s) and Adviser(s) in research and analysis to meet Client needs and objectivesØ Supporti...
  • Paraplanner
    UK, London
    £32 - 45,000 pa

    Our client,is a privately owned Independent Financial Planning and Wealth Management organisation founded in 2000.   The two principals, have been working together since 1989 and have seen the industry change many times over. The firm currently stands at 37 fee earners,...
Email Me Jobs Like This
Subscribed to similar jobs notifications

Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
Resolution Used to ensure the correct version of the site is displayed to your device.
Session Used to track your user session on our website.
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Google Analytics Google Analytics is an analytics tool to measure website, app, digital and offline data to gain user insights.

More Details