Paraplanning Team Leader - England, United Kingdom - Quilter

Description

What the Hiring Manager Says

The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Adviser Support Centre is made up of individuals covering a wide range of experience across a wide range of case types. Although we are a remote team, the team works as one unit and is very supportive. Success is measured by achieving great case quality and completed in a timely manner.

Because of the diversity of the work we do, no two days are ever the same & our paraplanners are the pivotal contact between the Advisers, Providers and Business Assurance.

-Paraplanning Manager

About the Role

Level : 3

Department: Adviser Support - Distribution

Location : England, fully remote (35 hours per week, Monday until Friday 9-5pm)

Contract type : Permanent

The Adviser Support Centre is seeking a Paraplanning Team Leader.

In this role, you'll need a deep understanding of the financial advice process. Your duties include supporting both experienced paraplanners and those still learning their way in the industry, building strong relationships with business assurance, the head of campaigns, and advisers to meet our national objectives effectively.

As the Paraplanning Team Leader, you'll serve as the main point of contact for team members, requiring excellent communication skills and proactive management for smooth operations. Leading by example, you'll encourage personal development accountability among the team of 6 paraplanners and 2 support officers, emphasising service excellence and client focus. – always keeping the best possible outcome for our clients as the focus.

Your role involves equipping the team with the necessary skills to deliver high-quality reports with thorough analysis, empowering advisers to make informed recommendations. Additionally, you'll collaborate with the head of campaigns on strategic priorities for the Quilter Group.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

Success in this role demands strong organisational and planning abilities, meticulous attention to detail, and a keen understanding of advisers' and clients' financial planning needs. Leadership experience or a demonstrated track record of setting and achieving ambitious goals is essential for nurturing a positive team culture and driving business transformation.

Effective communication is crucial, along with a proactive and resourceful approach to problem-solving. Juggling multiple tasks and meeting deadlines while maintaining positive relationships with stakeholders, both internal and external, should come naturally to you.

You ideally have some experience leading people within the Paraplanning world and possess great knowledge within the financial industry – aspiring to take your career to the next level.

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.