Paraplanner Team Leader

2019-10-02 16:14:122020-01-29 Coast Specialist Recruitment
Job Type Permanent full-time
Area London, UK
Sector FINANCIAL SERVICES - Paraplanning
Start Date
Advertiser Karen Halliday
Job Ref keh0
Job Views 59
Description

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.

Requirements

  • 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

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