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 07986 933622 or email graeme.hyland@idexconsulting.com