Headturner Search is recruiting for an exciting new opportunity on behalf of our client:
Position: Head of Paraplanning Team
Reports To: Compliance Director
Location: Office-based in Worcester, with occasional travel to London and other UK locations
About the Role
This role is ideal for an ambitious professional with a growth mindset, a sharp eye for detail, and a commitment to excellence. You'll not only contribute directly to the success of your clients and team, but also demonstrate a strong social and moral compass, supporting community initiatives.
Key Responsibilities
1. Research & Analysis: Prepare review packs and advice reports using the firm's systems, ensuring timely delivery for financial planners.
2. Team Management: Lead and manage a team of report writers, both experienced and trainees, ensuring work quality and adherence to company standards.
3. Mentorship: Provide structured feedback to support team development.
4. Record Integrity: Ensure the accuracy and maintenance of client records.
5. Planner Support: Assist financial planners within the firm.
Qualifications & Experience
Essential:
1. Minimum Level 4 qualified, actively working towards Chartered status.
2. At least two years of experience in paraplanning and team management.
3. Comprehensive knowledge of financial planning, FCA regulations, and related legislation.
4. Proficiency with Microsoft 365.
Desirable:
1. Chartered Financial Planner (Level 6).
2. Experience in audit, quality control, or compliance checking.
Personal Attributes
1. Strong team player who can work independently.
2. Ability to work under pressure and meet deadlines.
3. Friendly, professional demeanor with a sense of humor.
4. Excellent written and verbal communication skills.
5. Detail-oriented with strong record-keeping skills.
Benefits
1. Salary: Circa £60,000 + depending on experience
2. 25 days of annual leave plus bank holidays
3. Life insurance (4x salary)
4. £50,000 critical illness cover
5. Private medical insurance
6. Pension scheme
7. 2 days paid volunteering leave
This is an excellent opportunity for a skilled paraplanner ready to make a significant impact. If you have the skills and drive to succeed in this role, please reach out to Headturner Search.
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