Head of Paraplanning

Premier Jobs UK Limited • TRAFFIC • Leicestershire, Loughborough, United Kingdom • 2d ago

This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm.

Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the front as a Diploma qualified individual with strong paraplanning technical experience and expertise.

The business is proud of the internal development they offer to their team, which you should look to embrace through supporting team development and process improvement.

Your duties will include:

Oversee and manage workload through delegating tasks / workflows, focusing on prioritising works, turnaround times, managing Financial Adviser needs and meeting case deadlines
Report to the Senior Management team
Provide process improvement across your team and the wider business
Providing technical help for the team, Financial Advisers and other departments
Ensure the quality of the department is of high standard and consistent
Provide staff training and mentoring, including tracking progress
Hold regular 1:1s, departmental meetings and technical training sessions
Be involved in Paraplanner recruitment

Head of Paraplanner Requirements

You should have supervisory, team leader / management experience
You should hold Level 4 Diploma qualified in Financial Planning or equivalent
You should have strong experience within paraplanning and capable of being the Head of Paraplanning

The Company

Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.

Head of Paraplanning Benefits

Salary to be discussed upon application
Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
Up to 1 days from home, after completion of probation
25 days holiday plus bank holidays
After 3 months service, generous non-contributory pension scheme and 4x DIS
37.5 hours per week, Monday to Friday
Working within a business that is passionate about helping their clients
Regular paid team events through the year to get involved in

Locations

South Leicester

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