Paraplanner Team Leader

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 undertake holistic financial
planning, therefore it is important you have a wide range of experience.

Paraplanner Team Leader Requirements

• 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
  should have successfully mentored and developed individuals (ideally
  within Financial Services)

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 £50,000 – £52,000
• Hybrid
  working with level of office presence to be discussed at interview
• 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

Locations

Farnborough

Call us now on 0208 0044 154 or click Apply

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