Back to jobs

Head of Paraplanning

Job description

Are you interested in joining one of the fastest growing financial planning firms in the UK?! As one of the top 10 IFA's they are now looking to hire a Head of Paraplanning into their team.

If you want to be part of a business that delivers amazing client outcomes everyday and changes people's lives for the better, we want to hear from you.

Your role will be to head up the parplanning department, having responsibilities of process, recruitment, day to day management of the team, conducting regular 1-2-1's.

Other duties will include but will not be limited to:

  • Undertake paraplanning covering all aspects of business written by the Advisers
  • Conduct research for appropriate providers and investments
  • Prepare cases ready for submissions to Business Monitoring Unit
  • Construct a professional and clear suitability report on each file to document suitable advice
  • Discuss challenges to the suitability of advice where appropriate
  • Provide support to the Financial Adviser as required
  • Assist other colleagues as required

Other Duties

  • Attend and positively contribute to regular team meetings held by the business
  • Maintain up-to-date CPD records demonstrating that skills and knowledge required to do the job are being maintained and enhanced
  • Complete all other duties reasonable expected by the support services
  • Complete all support services documents as required

About You

  • Level 4 Diploma in Financial Planning (or equivalent), working towards
  • Previous experience of supporting/developing or managing a team of Paraplanners and or Administrators
  • Excellent attention to detail
  • Ability to empathise and build strong business relationships with Advisers
  • Ability to manage own time, workload and ensure that all contractual obligations are met with firms

This role will offer you a competitive salary and benefits package. Working hours are 9-5 Monday to Friday with parking available on site. And the ability for a hybrid working role which will see you being part office part home based!

Click apply for more information.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.