Head of Paraplanning - London, United Kingdom - Apollo Private Wealth

Apollo Private Wealth London, United Kingdom

1 week ago

Full time

Description

Your mission

As the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced paraplanners is to the highest standard. At Apollo, paraplanners are also responsible for submitting new business, so you will need to understand and oversee business submission within your team.

You will also ensure that our team of inhouse administrators produce the highest standard of work. Administrative support in Apollo incorporates Letter of Authority processing and assisting in wider company projects as required.

Another key part of this role is ongoing gathering and monitoring of MI. More importantly, you also need to be able to suggest improvements and project manage their implementation.

As part of the Leadership & Management Team, collaboration across all departments is crucial for successful 'end to end' financial planning and profitable growth in Apollo.

Principle accountabilities;

Lead a small team of inhouse paraplanners and administrators
Manage workflow capacity (inhouse and outsourced) on a weekly teamwork allocation
Perform quality assurance checks to ensure the highest quality of work across the board
Liaise with SJP Business Assurance team to ensure regulatory requirements are understood ad embedded
Work with BA to review feedback and resolve issues
Drive a continuous improvement culture
Meet Quality of Documentation targets and other KPIs
Contribute to operational processes and quality improvement initiatives
Facilitate training sessions for administrators, paraplanners and trainee advisers

Your profile

To be successful in your application you will demonstrate the following knowledge, skills and experience;

Level 4 Diploma in Financial Planning, Chartered status would be advantageous
5-10 years experience within Paraplanning
In depth knowledge of the paraplanning process
knowledge and experience of paraplanning and business assurance standards at SJP
experience managing a workflow - delegating workload, monitoring progress and analysing performance
exceptional attention to detail
planning and organisation skills
great verbal and written communication
coaching and leadership skills
bags of initiative
have been successful within a fast paced, high pressure environment

Why us?

We combine the institution strength of St James' Place with a highly personal service of a partner owned boutique practice and offer advice across as full range of Private Client Investment and Retirement Planning.

Benefits Package
Salary up to £60,000
Annual discretionary bonus scheme
5% Employer pension contribution
22 days holiday, increasing with service
Additional leave for end of year company closure
Birthday Day - Paid Leave
Quarterly Company events
Hybrid working policy

About us

We believe our people are our greatest asset and we will be judged by the quality of people we recruit and retain.

We believe in the spirit of ownership because our people take results personally and want to build something great together. We value talented individuals who aren't afraid to be bold, resourceful, and committed.