Paraplanner Team Leader job in Farnborough - people focused business

The Specialists in Financial Services Recruitment

Job Details

Paraplanner Team Leader Paraplanner
Reference ID: 1258
  • Salary/OTESalary of £41,000 - £44,000
  • Vacancy LocationFarnborough
  • RemunerationEmployed
  • RegionSouth East
Job description

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, you 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, you will have a hybrid role of 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

Circa 60% of your time would be as a Team Leader and 40% undertaking paraplanning duties

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)
  • 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 £41,000 - £44,000
  • Based in their office in Farnborough or possibly working from home
  • 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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