Paraplanner Team Leader

Posted 13 April by Vision-FS Recruitment
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Position: Paraplanner Team leader

Location: Guildford, Surrey

Minimum Requirements: Minimum Level 4 qualified (ideally Chartered), minimum 3 years’ experience working in an IFA, minimum 3 years’ experience as a Paraplanner, staff management experience, strong pensions/investments/protection product knowledge.

Salary/package: £45,000 to £52,000 + bonus + study support + various other benefits

YOUR NEW COMPANY

Our client is a well-established, forward-thinking IFA firm based in Surrey. The business has significant plans to grow in 2021 and has just started the search for a talented Paraplanner Team Leader to join its vibrant team in Guildford.

THE ROLE

The Paraplanner Team Leader vacancy is a very exciting and unique opportunity which can be tailored to an individual’s personal development goals with the possibility of an advisory or a management role in the future. Initially the Paraplanner Team Leader's role will be required to do the following:

  • Manage the team of Paraplanners (4).
  • Provide extensive support to the Financial Planners including provision of client valuations and recommendation letters via the paraplanning team.
  • Input into quarterly Management Information for the Board.
  • Complete advisory due diligence with use of appropriate systems.
  • Mentor and train team members.
  • Build strong working relationships with clients, staff and providers.

REQUIREMENTS

Candidates interested in the Paraplanner vacancy will have the following criteria:

  • Level 4 qualified (ideally Chartered)
  • Minimum 3 years’ experience working in an IFA
  • Minimum 3 years’ experience as a Paraplanner
  • Strong management experience
  • Strong pensions/investments/protection product knowledge
  • Write bespoke suitability reports

REMUNERATION / PACKAGE

The package for the Paraplanner Team Leaders role is as follows:

  • Competitive salary of between £45,000 and £52,000
  • Discretionary bonus
  • Pension
  • Study support
  • 23 days annual leave
  • Free parking
  • Various other benefits

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Application questions

Are you Level 4 qualified with strong paraplanning experience?
Do you have previous paraplanner management experience?

Reference: 41813036

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