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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

    Default job background
    £50,000 - £65,000
    Description

    Type of Position: Head of Paraplanning - London
    Pay: £50k - £65k

    Head of Paraplanning - London

    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.

    In this role you will;


    • Manage workflow capacity (in-house and outsource) and on weekly teamwork allocation

    • 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

    • Work with BA to review feedback and resolve issues

    • Drive improvement of the paraplanning process and contribute to a continuous improvement culture

    • Meet Quality of Documentation (QoD) targets and other KPIs

    • Contribute to operational processes and quality improvement initiatives

    • Facilitate training sessions (e.g. Knowledge Sharing, New Joiner Induction, etc.)

    • Liaise with Advisers and communicate case updates and required information

    • Liaise with Administration Teams as needed

    • Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners

    • You will ensure that the team are processing work in a compliant and timely manner and also to an exceptional standard

    Requirements

    About you

    To be successful in this role you will have the following knowledge;


    • Level 4 Diploma in Financial Planning or equivalent

    • In depth knowledge of Paraplanning processes

    • Understanding of Paraplanning at SJP

    • Knowledge of SJP Business Assurance standards

    To be successful in this role you will have the following skills;


    • Attention to detail

    • Planning and organisation

    • Open communication

    • Coaching and leadership

    • Initiative

    To be successful in this role you will have demonstrate the following experience;


    • Paraplanning ideally within SJP

    • Leading and developing a team

    • Managing a workflow – delegating workload, monitoring progress, analysing performance

    • Working in a fast paced, high-pressured environment

    If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. 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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