Head Paraplanner

Head of ParaplanningLocation: Leamington SpaSalary: Up to 50k (DOE)HybridWe at Simpson Judge are working with a well renowned client based in Leamington Spa who are looking to bring in an experienced paraplanner to oversee and direct the paraplanning team, guaranteeing the provision of top-notch financial planning assistance to both advisers and clients. This position demands robust technical expertise, effective leadership skills, and a dedication to upholding the highest levels of compliance and efficiency.Technical Responsibilities- Guide, nurture, and mentor the paraplanning team to promote ongoing professional growth and excellence in performance.- Supervise the creation of high-quality suitability reports, research, and financial planning analyses in line with our compliance protocols and software.- Streamline and enhance processes to boost team efficiency and service quality.- Ensure compliance with regulatory obligations and internal standards.- Collaborate with financial advisers to reinforce client recommendations and financial strategies.- Manage task distribution within the team to guarantee timely project completion.- Stay informed on changes in legislation, financial products, and industry best practices.- Assist in developing and implementing technology solutions to improve paraplanning efficiency.- Offer technical expertise and advice on intricate financial planning matters. Key Skills and Experience- A Diploma in Financial Planning (or equivalent) is required; while Chartered status or progress toward it is preferred, it is not mandatory. The company will offer support to help achieve this qualification.- Significant experience in paraplanning, combined with a solid technical understanding of financial planning and products.- Proven experience in managing and developing a team.- Deep knowledge of compliance, regulatory standards, and financial planning principles.- Excellent communication and interpersonal capabilities, enabling effective collaboration with advisers and other stakeholders.- Ability to thrive under pressure, manage multiple tasks simultaneously, and meet deadlines.- Strong analytical and problem-solving abilities, with a keen eye for detail.- Proficient in financial planning software and tools.Benefits- Attractive salary package- Flexible work arrangements, allowing for part-time remote work- Opportunities for professional growth and development- Pension plan- Parking available on-siteIf this is of interest please get in touch with Rory Brand of Simpson Judge for a highly confidential chat.