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    Head of Paraplanning - London, United Kingdom - Artemis Recruitment Consultants Ltd

    Artemis Recruitment Consultants Ltd
    Artemis Recruitment Consultants Ltd London, United Kingdom

    1 week ago

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    Description

    Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions.

    They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning.

    If you see yourself working for a company that allows you to excel at the speed of your talent and be part of a young growing team, then this may be the career for you.

    Perform quality assurance checks to ensure the highest quality of work across the board


    • Liaise with SJP's Business Assurance (BA) team to ensure regulatory requirements are understood and embedded
    • Meet Quality of Documentation (QoD) targets and other KPIs
    • Contribute to operational processes and quality improvement initiatives
    • Facilitate training sessions (e.g. Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
    • Level 4 Diploma in Financial Planning or equivalent
    • Planning and organisation
    • Managing a workflow – delegating workload, monitoring progress, analysing performance
    • More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
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