Are you an experienced paraplanner looking to take the next step in your career? My client is seeking a Head of Paraplanning to join their dynamic team in Milton Keynes. As the Head of Paraplanning, you will play a pivotal role in providing technical support toFinancial Planners and ensuring the delivery of exceptional client service.
Responsibilities:
- Write Financial Planning Reports to be presented to clients by our Advisers.
- Conduct research on products and assist in finding suitable solutions for our clients.
- Support client reviews and handle day-to-day queries as a point of contact.
- Arrange submission of plans to provider companies.
- Prepare client review packs and handle illustration requests.
- Train and develop new Paraplanners.
- Streamline Paraplanning processes to increase productivity.
- Support colleagues in achieving required qualifications.
- Enroll and support the team in achieiving their RO exams.
- Assist in developing Paraplanner hubs in other offices.
- Deliver training remotely.
- Stay updated with financial products and legislation.
Requirements:
- Experience in a Financial Planning firm with essential Paraplanner/report writing skills.
- Expert at Managing, Training, supporting and motivating a team.
- Motivated, friendly, and professional demeanor.
- Ability to communicate effectively with third parties.
- Diploma qualification is desirable, but relevant skills and experience will be considered.
- Strong organisational and multitasking abilities.
- Ability to work both independently and as part of a team.
- Flexibility and adaptability to cope with change.
- Salary: Competitive, dependent on experience and qualifications (available upon request)
- Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, and Corporate Eyecare.
Be part of a company that values professionalism, growth, and excellence in client service. Apply now to become our Head of Paraplanning and take your career to new heights.
Apply today