Paraplanning Team Leader

What the Hiring Manager Says
The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Adviser Support Centre is made up of individuals covering a wide range of experience across a wide range of case types. Although we are a remote team, the team works as one unit and is very supportive. Success is measured by achieving great case quality and completed in a timely manner.
Because of the diversity of the work we do, no two days are ever the same & our paraplanners are the pivotal contact between the Advisers, Providers and Business Assurance.
-Paraplanning Manager
About the Role
Level: 3
Department: Adviser Support - Distribution
Location: England, fully remote (35 hours per week, Monday until Friday 9-5pm)
Contract type: Permanent
The Adviser Support Centre is seeking a Paraplanning Team Leader.
In this role, you'll need a deep understanding of the financial advice process. Your duties include supporting both experienced paraplanners and those still learning their way in the industry, building strong relationships with business assurance, the head of campaigns, and advisers to meet our national objectives effectively.
As the Paraplanning Team Leader, you'll serve as the main point of contact for team members, requiring excellent communication skills and proactive management for smooth operations. Leading by example, you'll encourage personal development accountability among the team of 6 paraplanners and 2 support officers, emphasising service excellence and client focus. - always keeping the best possible outcome for our clients as the focus.
Your role involves equipping the team with the necessary skills to deliver high-quality reports with thorough analysis, empowering advisers to make informed recommendations. Additionally, you'll collaborate with the head of campaigns on strategic priorities for the Quilter Group.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
Success in this role demands strong organisational and planning abilities, meticulous attention to detail, and a keen understanding of advisers' and clients' financial planning needs. Leadership experience or a demonstrated track record of setting and achieving ambitious goals is essential for nurturing a positive team culture and driving business transformation.
Effective communication is crucial, along with a proactive and resourceful approach to problem-solving. Juggling multiple tasks and meeting deadlines while maintaining positive relationships with stakeholders, both internal and external, should come naturally to you.
You ideally have some experience leading people within the Paraplanning world and possess great knowledge within the financial industry - aspiring to take your career to the next level.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.