PARAPLANNER TEAM LEADER

Posted 6 February by Reed Insurance Featured Ending soon
We are working on a opportunity at present for a client that is seeking 2 individuals join the team in the Paraplanning department.  These are similar roles, however they slightly differ as they are requiring 1 candidate to have the Diploma in Advice ( level 4 ) and the other role is/can be part qualified.  

This a lovely company whereby you can progress in the company and would be the next step on the career ladder. 

We are looking for someone who takes a pride in personal accomplishments but who is also able to embrace the skills of others and work as part of a team. Key responsibilities will be:
• To ensure that their team handle all aspects of the business process in an efficient, consistent, timely and compliant manner.
• To standardise processes and procedures across the team.
• Liaison with the MD and Directors.
• To conduct statistical analysis and provide appropriate reports to the Directors.
• To act as the central point of contact/reference for queries from both the business team

• Ideally CII qualified to Chartered status, or if not qualified to Dip status and willing to work toward Chartered
• Experienced in dealing with Trusts
• Able to demonstrate in depth knowledge of pensions, protection and retirement products
• An excellent team player
• Able to work unsupervised, under pressure and to tight deadlines
• Able to prioritise workload demands from numerous Advisers.
• Experienced in a supervisory/managerial role.
• Organised and able to prioritise and deliver work for self and others under pressure and to tight timescales.
• Able to build and maintain relationships through strong interpersonal skills.
• Effective, engaging and professional communication skills to facilitate change in line with service needs.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33130841

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