Paraplanner Team Leader
Location: Farnborough/Hybrid Working
My client who are based in Farnborough are seeking a Paraplanner Team Leader to join their team. To apply for this position you will need experience within a similar role as well as management skills. You will be required to train full time in the office for the first 2 weeks, and after training be in the office 1 time a week.
Daily team management against individual targets, case tracking, ensuring timely delivery of urgent and non-urgent cases within set SLAs
Providing technical and problem-solving support, ensure training & development to build the team to competent status
Continuously establish improvements within processes and systems, liaising with the Paraplanner Manager to roll them out.
Working with the Paraplanner Manager to maintain an effective Paraplanning team
To review and quality check client fact-finds to ensure the information provided allows fund and product research to be undertaken
Completing accurate and relevant analysis for the advice type. Obtaining the TVAS, utilising IRESS for annuities, completing crossover/breakeven analysis as required.
To create cash-flow, obtain illustrations, Key Features Documents and associated documentation to support the recommendations set out in the recommendation report.
To use own knowledge and expertise to construct a draft advice report using pre-set templates, preparing a report for sign off by the Origen advisers.
Co-ordinate the issue of the final recommendation report with all enclosures and upload cases to back office system.
To maintain both technical and market knowledge as appropriate to maintain CPD and demonstrate ability to analyse, research and document recommendations across whole of market products.
Excellent communication skills both written and verbal
Knowledge of DB pension transfers is required
Strong analytical skills for both individual client work and assessment of other Paraplanner work.
Strong interpersonal skills to ensure effective delivery of technical and process training.
Training & Development with track record of mentoring individuals successfully
Private Medical Insurance (self cover)
Income Protection (75% salary for 3 years)
Life Assurance (4x salary)
Critical Illness (£50,000 lump sum)