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Paraplanner Team Leader

IDEX Consulting Ltd
Job LocationEdinburgh
EducationNot Mentioned
Salary£45,000 - £57,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Highly respected national wealth management practice in Edinburgh are currently looking for an experienced Paraplanner Team Leader to join their Edinburgh team.About the role:To lead, motivate and develop a paraplanning team. To prepare suitability reports and prepare technical client work for the Senior Financial Planners. Have an in-depth knowledge of complex written advice and understanding for clients needs and the desiredclient outcomes. To work with the Managing Partner/team heads to optimise capacity and performance within the team.Responsibilities:

  • Prepare suitability reports across a wide range of advice types, financial products and investment solutions, undertaking technical research as required
  • Conduct appraisals, 121s and drives performance within the team
  • Coach, mentor and provide training to develop Paraplanners
  • Manage the report workflow, drive efficiencies within the team and be a technical point of reference for the team
  • Responsible for overseeing the competence framework of the team by maintaining the skills matrix to understand the skills of the paraplanning team. This will involve doing peer checks and obtaining feedback from advice quality and Financial Planners, includingany in-house testing
  • Promote a service excellence mind-set throughout the team and wider organisation
  • Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
  • Work in partnership with Managing Partner, team heads, projects, L&D along with specialist teams to identify training and coaching needs and to develop team and individual plans
Qualifications:
  • Minimum Diploma in Financial Planning (DipPFS) (ideally Chartered) a desire to develop further and to undertake relevant examinations
  • Experience of paraplanning gained with a proven solid technical knowledge
  • Experience of managing and developing a team
  • Proven track record of delivering written financial advice
  • Strong stakeholder management with positive influencing skills
Salary and benefits:
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEXConsulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.Required skills
  • 1Paraplanning
  • 1Team Leader
  • 1Team Lead
  • 1Para Planner
  • 1Paraplanner

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