Head of Paraplanning - City of London, United Kingdom - Aspire Executive Search

Aspire Executive Search

Verified Company

City of London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Head of Paraplanning, Financial Services industry, Salary £60,000 - £90,000 dependent on your experience, Maternity cover interim role.

Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent service and truly treat their staff well and have lots of fun in the process.

This role would ideally suit you if you are a Paraplanning Manager who would also like the opportunity put your own stamp on things and undertake operational duties as well as being someone who enjoys socialising and taking part in fun activities.

I am delighted to be working in partnership with a London based Financial Advising firm who put the interests of their clients at the heart of everything they do.

They are looking for an experienced and motivated Head of Paraplanning / Operations Manager who has a proven experience in the financial services industry.

Duties may include but not limited to:

Write and implement review process and templates for review letters and yearly reports
Aid the advisers and paraplanners with their paperwork queries
Train new advisers and paraplanners on new systems and processes
Prepare for client meetings carry forward calculations, prepare valuations and fund information, Voyant cash flow modelling forecasts
Entire paperwork process for the firm including research, quotes, factfinds and suitability reports
Management of all employed staff
Responsibility for the HR duties of the firm
Recruitment of new paraplanners and administration staff
Dealing with recruiters, contracts etc
Design and run the graduate programme training, timetables, exams, brochure etc
Organising the overall recruitment of new graduates/advisers through the whole process
Quarterly meetings on performance of the company in regards to compliance
Implementing improvements where necessary
Design and run the graduate programme training, timetables, exams, brochure etc
Managing the whole process from start until the adviser is fully qualified
Use of XPLAN / IRESS

Does this sounds like you and would like to know more?

Work for a company who truly value their staff and have fun
A highly competitive salary dependent upon experience and qualification level
Excellent benefits including 30 days holiday and bonus

If the above sounds like you please do not hesitate to speak to me. I will be happy to talk in detail in connection with the client and the role.

There is a strong element of hybrid working and the ability to work autonomously for a business who genuinelycare for their employees, their brand and who show empathy and the right guidance to their clients.

Please don't hesitate to contact me on here or at HELEN SPRIGGS on Linkedin