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Senior Paraplanner Supervisor

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Salary

£60,000

Location

Whiteley or London

Job Type

Job Title: Senior Paraplanner Supervisor


Industry: Financial Services


Location: Whiteley or London


Salary: Up to £60,000


Job Reference: 91792


Job Description:

Recruit UK are working on an excellent opportunity for a Senior Paraplanner Supervisor in Whiteley or London to join a quickly expanding private wealth management company.

 

Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.

 

They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers.


Duties:

  • Oversee daily work and support for paraplanners.
  • Keep an eye on paraplanners’ skills and training needs.
  • Handle quarterly and year-end reviews and pay discussions.
  • Train and help team members grow.
  • Create and review management reports.
  • Give feedback and spot training opportunities through peer reviews.
  • Manage the Paraplanner bonus program.
  • Review and update procedures, templates, and tools.
  • Analyse client information and investments.
  • Step in with paraplanning tasks when needed.
  • Do tax calculations (like IHT, CGT, bonds).
  • Work with advisers to find the best solutions for clients and write up reports.
  • Cash flow modelling
  • Be the go-to person for technical questions from the team.
  • Update clients on timelines for research and reports.
  • Attend client meetings as necessary.


Benefits:

  • 28 days holiday, plus ability to buy more
  • Progression opportunities to Advice, management or other senior roles
  • Full exam support to Chartered
  • 5% employer contribution to pension
  • Group Death in Service of 4 x basic annual salary
  • Group Income Protection
  • Private Medical Insurance after probation period
  • Flexible benefits platform with discount schemes
  • Cycle to work scheme
  • Flexible working – home and in any office


Skills and experience required:

  • Level 4 Diploma Qualified minimum, and be on way to completing Level 6
  • Minimum of 5 years’ experience in a similar Paraplanning role
  • Strong technical knowledge
  • Great communication skills
  • Team leader attributes


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm on a Senior Paraplanning Supervisor role.

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Chloe Jermyn

Chloe Jermyn

Recruitment Consultant

[email protected]

07399163964

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Escalated Complaints
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Achieve your career goals

Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
 
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
 
Don’t put it on hold, join the community today and discover your potential.
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Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
 
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
 
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
 
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
 
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
 
[Download the full academy prospectus here]

Connect with the Community

Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
 
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
 
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
 
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
 
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

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