Paraplanning Team Leader

My client is currently looking for a Paraplanning Team Leader to join their team in Liverpool. The Role

• Acting as team leader and people manager within our paraplanning team
• Providing leadership, mentorship and technical support
• Ensuring adequate training is provided where required
• Maintaining output to a high standard and within agreed timescales
• Providing support to our firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made
• Liaising with advisers as appropriate
• Dealing with client queries in an efficient and timely manner
• Making sure any updates and reports are issued to clients in a timely manner
• Reviewing client investment portfolios, asset allocations, risk profiles etc. when requested
• Preparing recommendations, including: Identifying and discussing areas with the adviser; Undertaking relevant research, preparing documentation to the reviewed by the adviser and preparing draft suitability reports
• Implementing recommendations, including: Preparing suitability reports, completing applications / proposal forms

About you

• Diploma in Regulated Financial Planning (CII) or equivalent
• Having a positive attitude at all times
• Good written /oral communication skills
• The ability to take on and understand the environment we operate it, and the issues this raises
• General IT skills
• Ability to compile reports

You may also;

• Be working towards or have achieved chartered status
• Have experience of managing a small team
• Have practical experience with cashflow forecasting (ideally Voyant)
• Be competent user of Microsoft office

The Benefits

• Flexible working hours (2 days a week in the office)
• 26 days holiday per annum (including your birthday as a paid holiday) in addition to the eight public bank holidays
• Enhanced company pension scheme, maternity and adoption leave
• An Extended Time Abroad perk, giving you the ability to work abroad for up to four weeks a year, extending that much-earned trip away with your loved ones
• Family-friendly policies
• Ongoing development through their own academy plus study support towards a wide range of professional qualifications
• Access to a health care cash plan with Medicash
• Access to high street and online discount and cashback scheme

For more information please contact Graeme Hyland on or email

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