Type of Position: Paraplanning Team Leader - Farnborough / Home Working
Pay: £45k - £54k
Paraplanning Team Leader - Farnborough / Home Working
We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough. You will help manage the team on a day-to-day basis, ensuring pipeline management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager. You will need to understand the client needs and objectives, helping to define the appropriate advice route and deliver recommendations in a clear and compliant manner.
Responsibilities:
1. Daily team management against individual targets, case tracking, ensuring timely delivery of urgent and non-urgent cases within set SLA’s.
2. Providing technical and problem-solving support, ensuring training & development to build the team to competent status.
3. Continuously introducing improvements within processes and systems, liaising with the Paraplanner Manager to implement them.
4. Working with the Paraplanner Manager to maintain an effective Paraplanning team.
5. Reviewing and quality checking client fact-finds to ensure the information provided allows fund and product research to be undertaken.
6. Completing all case research, obtaining illustrations and associated documents to support the recommendation and maintain compliant files.
7. Setting down holistic financial planning advice using the information provided to draft a recommendation report; using own knowledge and expertise to construct a draft advice report where this falls outside of templated reports/standard paragraphs.
8. Coordinating the issue of the final recommendation report with all enclosures and uploading cases to the back office system.
9. Maintaining both technical and market knowledge as appropriate to maintain CPD and demonstrate ability to analyze, research and document recommendations across whole of market products.
Skills:
1. Excellent communication skills both written and verbal.
2. Strong analytical skills for both individual client work and assessment of other Paraplanner work.
3. Strong interpersonal skills to ensure effective delivery of technical and process training.
4. Training & Development with a track record of mentoring individuals successfully.
Knowledge:
1. Knowledge of the regulatory regime and the requirements and guidance issued by the FCA and other appropriate legislative, regulatory, governmental or industry bodies.
2. Good knowledge of current industry best practices.
3. Industry knowledge related to advice across a wide range of providers, products, funds.
Experience:
1. Financial Services experience is essential, preferably obtained in a life and pensions environment.
2. Previous Paraplanning experience is essential, across a wide range of providers.
Qualifications:
1. Level 4 Diploma qualified essential, working towards Chartered status is desirable.
Our clients' offices are based in Farnborough and offer flexible working from home arrangements. You would be expected to attend the office initially for your training period, and then the position can be predominantly home-based with occasional travel into the office (once a month).
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