Ref: AT290

Head of Paraplanning

Post Date :
24 May 2024
Employment Type:
Full Time
Monday to Friday 8.30am to 5pm
Highnam, Gloucester

Who to contact:
View Profile

This is an excellent and rare opportunity to join a company who pride themselves on offering a first-class service to their clients and their staff too! 


Our client is a highly respected, privately owned firm of Chartered Financial Planners who provide market-leading wealth solutions. They currently have a vacancy for a Head of Paraplanning to join their growing team based in Highnam, Gloucester.


They are looking for an individual who is committed to doing a great job, and who takes pride in their work. You will be responsible for the output of the paraplanning team and ensuring that clients receive first class service and advice.


Key Responsibilities:

-Support training, mentorship and management of members of the paraplanning team

-Manage and allocate workflow, working with Head of Administration and Advisers
-Be a gatekeeper to good advice and have ethics and good client outcomes in interest

-Assist with case and compliance checks and with the implementation of legislative and regulatory changes

-Conducting appraisals and HR requirements for paraplanning team members

-Assist in the recruitment of new team members to the paraplanning team


Candidate Attributes:
A qualified and experienced paraplanner

-Able to demonstrate leadership skills

-Excellent administration capabilities

-Written and verbal communication skills

-Ability to meet deadlines and work within restricted timescales 

-Strong IT skills, specifically in MS Office - Word, Excel and Outlook


Hours; Monday to Friday 8.30am to 5pm

(Hybrid working to be discussed minimum of 3 days a week in the office)

Salary: Negotiable + company pension + free onsite parking + casual Fridays + contribution towards a financial goal of your choice after successful completion of probation.