Paraplanner Team Leader

Job Details

Reference ID 1258
Vacancy Location Farnborough
Job sector
Job type
Remuneration Salary of £45,000 - £50,000


This Paraplanner Team Leader job
in Farnborough provides the opportunity for you to actively support the
Paraplanner Manager through managing the team on a day-to-day basis

As Paraplanner Team Leader, circa
60% of your function will be managing the pipeline and progressing cases,
flagging potential concerns, mentoring Trainee Paraplanners, managing quality
of work and leading from the front

In addition, 40% of your role will
be undertaking paraplanning duties of reviewing fact-finds, challenging the
Financial Advisers where appropriate, undertaking research, tax calculations
and illustrations. Plus, you would prepare draft suitability reports for
approval by the Financial Advisor

You and your team will regularly
review DB pension transfer cases, as such they are seeking individuals fluent
in Defined Benefit Transfer advice, with first hand knowledge of: drawdown
advice, recommending annuities, scheme pensions, defined contributions with GMP
/ RST pension plans.

Paraplanner Team Leader

  • You must hold Level 4 Diploma in Financial Planning or equivalent
  • You must have experience as a Paraplanner with a wide range of
    skills and knowledge
  • You must have hands-on experience of working on DB pension cases
    and writing DB advice reports
  • You should have successfully mentored and developed individuals
    (ideally within Financial Services)
  • Must have strong
    attention to detail and able to explain complex information clearly

The Company

This multi-award winning, people
focused business is a well-respected Independent Financial Advice firm. Based
in Farnborough, they have a relaxed working environment and offer a place of
work where your career ambitions can be realised, proven by their existing team
members success.

Paraplanner Benefits

  • Salary of £45,000
    – £50,000
  • Flexible working provided with at least once a week in the office
  • Plus, company
    benefits include 25 days holiday plus bank holidays, 6% employer and 3%
    employee pension contribution, 4x life assurance, PMI, income protection
    and critical illness plus many more!
  • Regular charity
    initiatives, including 1-day annual allowance for charity work



Call us now on 0208 0044 154 or
click Apply

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