We’re currently working on a unique vacancy with a Fintech business which is part of a larger Investment Group to recruit for a Chartered Paraplanner & Team Lead.
Our client currently has over 100 staff and is one of the leading Fintech businesses in the London market.
A prominent London-based fintech firm, recognised as a leader in the industry, is actively seeking a dynamic and experienced individual to fill the role of Chartered Paraplanner & Team Lead.
- As a Chartered Paraplanner & Team Lead, you will play a pivotal role in providing high-level support to Chartered Financial Planners within the organisation. Additionally, you will have the exciting responsibility of leading a team of two Paraplanners who are already integral members of the business.
- Offer comprehensive support to Chartered Financial Planners in delivering exceptional financial services to clients.
- Lead and mentor a team of two Paraplanners, fostering a collaborative and high-performance work environment.
- Oversee the workflow of the Paraplanning team, ensuring efficiency and adherence to company standards.
- Contribute to the development and implementation of strategic initiatives to enhance team productivity.
- Stay abreast of industry regulations and changes, incorporating best practices into daily operations.
Qualifications and Skills:
- Chartered qualification.
- Proven experience in a Paraplanning role within the financial services sector.
- Strong leadership and team management skills.
- Excellent communication and interpersonal abilities.
- Thorough knowledge of financial planning regulations and compliance requirements.
- Hybrid working options.
- Competitive salary of up to £75,000.
- Exceptional benefits.
- Financial Services
- Financial Planning