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 review DB pension transfer cases, as such they are seeking individuals fluent in Defined Benefit Transfer advice, with first hand knowledge of: drawdown advice, recommending annuities, scheme pensions, defined contributions with GMP / RST pension plans.

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 must have hands-on experience of working on DB pension cases and writing DB advice reports
• 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 £45,000 - £50,000
• Flexible working provided with at least once a week in the office
• 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

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