Head of Paraplanning - London, Holborn

Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning.

This position will allow hybrid working from their office in Holborn, London.

Responsibilities:

-   Managing the delegation of work to the paraplanning team who report to you directly
-   Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams
-   Liaising directly with the Operations Director to feed back any relevant information or issues affecting the paraplanning team as necessary. Identify resource gaps
-   Liaise as the point of contact with our outsourced paraplanner (used for overflow of department workload)
-   Involvement in Monthly Operations Meetings and (as needed) with Quarterly Management Meetings
-   Manage the central investment proposition
-   Interpret data obtained by advisers during client meetings
-   Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off
-   Participate in project work for example central research projects
-   Become a member of our Investment Committee and contribute to the same
-   Support the development of client relationships by attending meetings when required and becoming another point of contact for clients
-   Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients
-   Establish strong relationships with advisers and senior management
-   Regularly participate in team meetings, highlighting issues and owning actions through to resolution
-   Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software
-   Proactively enhance industry and company knowledge, through external and internal sources

What you will need: 

-   At least 4 years’ experience in a paraplanning role with management exposure within IFA firms
-   Chartered (or near chartered) ideally via CII
-   To be ideally educated to graduate level
-   An ability to quickly and independently make sound decisions

Ideally have experience of:

-   Third party research projects including platforms, SIPPs and fund research
-   IT solutions such as FE Analytics, Voyant, CashCalc and Xplan
-   A proven track record of delivering written financial advice
-   To be effective at technical and product whole of market researching
-   Experience with training and development of paraplanners including development plans, appraisals and if required, performance improvement plans

If you want to apply for this great opportunity then please email your CV to sam@artemisrecruitment.co.uk 

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