We are working with an established wealth management firm based in Gloucester, who is seeking a Head of Paraplanning join their growing team. You will be managing a small team of Paraplanners with the aim of growing this team over the coming months. The right individual will possess excellent interpersonal skills, and have a thorough understanding of Paraplanning. You will need to be diploma qualified as a minimum, but ideally Chartered or working towards this.Responsibilities and Experience:
1. A qualified and experienced paraplanner, preferably with experience working in an independent firm.
2. Must be level 4 qualified as a minimum, but ideally close to or at Chartered status with a mindset of continuous development.
3. Responsible for training and mentorship of members of the Paraplanning team.
4. Previous management experience preferable but not essential, if you have the Paraplanning experience and feel you have the right skills to manage a team get in touch.
5. Have the ability to manage and allocate workflow, working with Head of Administration and Advisers to coordinate caseflow.
6. Strong IT skills with the knowledge and ability to use third party tools as part of conducting research.
7. The individual will assist with case and compliance checks and assist with the implementation of legislative and regulatory changes within the firm.
8. Must have an 'egoless’ approach to work with advisers in the best interests of th...