Head of Paraplanning

Job Description:

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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