Paraplanner Team Leader

Barnstaple, Devon
GCB Recruitment

My client is currently looking for a Paraplanner Team Leader to join their growing team. This individual will ensure within their team, that service levels are met, and staff training and development needs are identified and addressed. Provide paraplanning support function to planners. Focus on team performance and goals, whilst maintaining excellent client service.

The ideal candidate will work from their Barnstaple office but with the ability to work from home.

The successful Paraplanner Team Leader will be offered:

• Salary of up to £45,000 depending on experience.
• An extra day off for your birthday
• Shopping discounts
• Death in Service
• 24/7 GP

To be considered for the Paraplanner Team Leader role you must have the following:

• Excellent understanding of the financial planning process.
• Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, and protection.
• Excellent suitability report writing skills.
• Keep up to date with new product, technical and legislative changes within the marketplace.
• Experience in team management is desired but not essential
• Experience using client cash-flow modelling software is preferable
• Have achieved Diploma in Financial Planning or equivalent
• Consent to, and have clear results for police checks, bankruptcy searches and any other background screening that is required for this position.

As a Paraplanner Team Leader, your role will involve:

Team Leadership:

• Liaise with Planners within a team to prioritise work and meet team targets
• Organise and prioritise work within the team
• Distribute work to the team, liaising with other team Leaders accordingly.
• Conduct regular 1:1’s with team members rolling into performance reviews
• Ensure that team members meet defined service levels
• Train new members of the team and maintain training and development logs
• Identify any trends or potential issues and problem solve
• Liaise with Paraplanning Manager to ensure that the team is sufficiently staffed
• Assist in the recruitment of new members of the team
• To continually review processes to identify & implement improvements
• Engage in project work to assist Paraplanning Manager to improve department efficiencies and compliance

Paraplanning:

• Prepare and maintain client files and client reviews
• Build cash flow models
• Prepare recommendations and suitability reports
• Identify areas for planning
• Oversee implementation of recommendations, completion of application forms and ensure all compliance is in order
• Establish and build strong relationships with clients

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.