Paraplanning Supervisor - London

We are looking for a Paraplanning Team Leader to join our client's expanding firm in London. You will help manage the team on a day to day basis, ensuring pipleine management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager. You will need to understand the client needs and objectives, helping to define the appropriate advise route and deliver recommendations in a clear and compliant manner.

Role

The role will report to the Director of Wealth Operations, and the key areas of the role are as follows:

Day to day management of Paraplanners
Tracking paraplanners competency and training needs
Running quarterly reviews for your direct reports
Perform end of year remuneration review meetings
Training team members and supporting their development
Produce and analyse management information
Actively manage and take responsibility for the performance to your team
Undertake peer reviews for the paraplanning team, provide feedback and identify areas for further training/development
Running and maintaining the Paraplanner bonus scheme
Getting involved in project work to further improve the systems and processes
Reviewing and documenting procedures
Maintaining templates and tools
Analyse client information and existing investments/plans
Maintain a level of paraplanning work to support as overflow for the team
Tax calculations (IHT/CGT/bonds etc)
Construct appropriate solutions for clients in conjunction with the advisers
Write suitability reports for cases of varying complexity
Run Cashflow models for clients
Be a point of contact for technical queries for CS and advisers
Communicating with clients on research and report time scales
Attend client meetings where required

Responsibilities

Ensure all work completed by yourself and your team is accurate and completed to a high standard
Work with the Paraplanners in your team to develop them and ensure they have the support they need to progress
Keep clear and up to date records relating to the management of your team
Ensure your team is hitting appropriate targets and deadlines
Take responsibility for the for the management information provided by your teams to ensure it is accurate and up to date. Think client when you are writing a report to ensure the report is client friendly and easy to digest
Taking ownership of the clients experience by ensuring you effectively manage your cases throughout the process
Ensure all e-mails, research documents and report drafts are saved to our file storage system with meaningful titles
Strive to meet all points on the PP service charter

Experience and Qualities:

Demonstrate a strong technical knowledge and understanding of all financial products
Experience within the financial services industry and have had at least 5 years Paraplanning experience
Excellent communication skills, both verbally and in writing
Ability to communicate effectively with departments across the business as well as clients
Ensuring you are a good role model to other members of the team by being proactive and positive
Being comfortable with working in a fast-paced environment that experiences lots of
developments and changes
Be organised and able to manage a busy workload
Being a good team player and offering to help the team where you can
Confident in running training sessions/meetings
Happy to share knowledge and experience with the wider team
Completed, or be well on their way to completing their Level 6 Advanced Diploma in regulated Financial Planning
Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
Take responsibility for your own development including being aware of your knowledge gaps and actively working to close these gaps

Please email your CV to josie@artemisrecruitment.co.uk to register your interest in this role.

Paraplanning Supervisor - London

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