Senior Paraplanner Vacancy - Warwick - £45,000 - £55,000
steveauburn
Member
Senior Paraplanner - Operational Focus
Join a dynamic and forward-thinking IFA committed to delivering unparalleled client experiences through the strategic use of cutting-edge technology. The Directors prioritise an inclusive working environment that fosters career development, work/life balance, and personal well-being. As they continue to grow, we are seeking a Senior Paraplanner with a passion for technology and a vision for operational excellence to lead and develop the paraplanning and admin support team.
The starting Salary range for the Senior Paraplanner is £45,000 - £55,000, our client will look at technical knowledge and exams. On offer are flexible working arrangements typically 3 days in the office, Private Medical Cover, Company Pension Scheme, Exam assistance
Key Responsibilities:
Proactive Leadership: Demonstrate a proactive and can-do attitude, setting the tone for the paraplanning team.
Lead by example, instilling a progressive mindset and fostering a culture of continuous improvement.
Technology Integration: Stay at the forefront of technological advancements in the wealth management industry.
Collaborate with the team to implement and optimise new systems that enhance efficiency and compliance.
Team Development: Serve as a clear leader for the paraplanning team, mentoring, coaching, and inspiring team members. Identify and facilitate training opportunities to elevate the team's technical skills and expertise.
Operational Efficiency: Identify areas for improvement and work closely with the Senior Management Team to implement efficient and compliant process enhancements.
Client Experience: Professional Development: Identify inspiring Continuing Professional Development (CPD) opportunities for the planning team.
Attend monthly meetings to deliver insightful content and contribute to the overall growth and development of the team.
To be considered:
Proven experience as a senior paraplanner in a wealth management setting.
Strong leadership skills with a track record of mentoring and developing team members.
In-depth knowledge of the latest technology trends in wealth management.
Relevant industry qualifications and certifications.
Please contact steve@ortuspsr.co.uk