Head of Paraplanning Location: Leamington Spa Salary: Up to 50k (DOE) Hybrid We at Simpson Judge are working with a well renowned client based in Leamington Spa who are looking to bring in an experienced paraplanner to oversee and direct the paraplanning team, guaranteeing the provision of top-notch financial planning assistance to both advisers and clients. This position demands robust technical expertise, effective leadership skills, and a dedication to upholding the highest levels of compliance and efficiency. Technical Responsibilities - Guide, nurture, and mentor the paraplanning team to promote ongoing professional growth and excellence in performance. - Supervise the creation of high-quality suitability reports, research, and financial planning analyses in line with our compliance protocols and software. - Streamline and enhance processes to boost team efficiency and service quality. - Ensure compliance with regulatory obligations and internal standards. - Collaborate with financial advisers to reinforce client recommendations and financial strategies. - Manage task distribution within the team to guarantee timely project completion. - Stay informed on changes in legislation, financial products, and industry best practices. - Assist in developing and implementing technology solutions to improve paraplanning efficiency. - Offer technical expertise and advice on intricate financial planning matters. Key Skills and Experience - A Diploma in Financial Planning (or equivalent) is required; while Chartered status or progress toward it is preferred, it is not mandatory. The company will offer support to help achieve this qualification. - Significant experience in paraplanning, combined with a solid technical understanding of financial planning and products. - Proven experience in managing and developing a team. - Deep knowledge of compliance, regulatory standards, and financial planning principles. - Excellent communication and interpersonal capabilities, enabling effective collaboration with advisers and other stakeholders. - Ability to thrive under pressure, manage multiple tasks simultaneously, and meet deadlines. - Strong analytical and problem-solving abilities, with a keen eye for detail. - Proficient in financial planning software and tools. Benefits - Attractive salary package - Flexible work arrangements, allowing for part-time remote work - Opportunities for professional growth and development - Pension plan - Parking available on-site If this is of interest please get in touch with Rory Brand of Simpson Judge for a highly confidential chat