Paraplanner Team Leader

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2019-10-02 16:14:121970-01-01 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 137

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

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Coast Recruitment is adapting to the COVID-19 outbreak, we are adopting a working from home model for our team until further notice.

We are well prepared and equipped to run our business effectively in this way. Your usual contacts can be contacted via their email addresses from 20th July 20 – when we will be returning periodically to the office. Alternatively to speak to either John or Amanda please call 01702 713739.

We feel these steps allow us to maintain business continuity effectively, while minimising any potential risk to colleagues, their families, and clients and our business partners.