JOB DESCRIPTION:

Our client, a reputable Investment management firm, is seeking an experienced Paraplanning Team Lead to join their team in London a permanent basis. The successful candidate will oversee the activities and responsibilities of the Paraplanners, while providing support to the Private Client Manager.

ESSENTIAL SKILLS/EXPERIENCE:

• Experience in the Financial Services Industry within a support function
• Current or previous experiences as a Paraplanner for HNW clients
• Current or previous experience of leading teams
• Ambitious, energetic & highly motivated, with strong communication, decision-making and organisational skills
• Experience in staff management, training, coaching a team
• Good understanding of Xplan, Pershing and other in-house systems
• Knowledge of creating and updating processes & procedures
• Client focused, delivering a high standard of client service

• Ensure procedures, skills matrix and training plans are in place for the team and new starts and when gaps are identified the relevant training has been put in place
• Standardising and improving processes across the business to ensure consistency and efficiencies across the team and using Xplan where possible
• Managing the day-to-day activities of the Paraplanning Team
• Collation and delivery of monthly MI for the co-ordination, control, analysis, and visualisation of information in the team ensuring work across the team is completed in a timely manner and to a high standard
• Conducting half yearly performance reviews & monthly 121’s in line with agreed Balance Business Scorecard and performance metrics
• Participate in any projects and relevant business initiatives that will improve the processes across the team
• Continually suggesting realistic & appropriate improvements and solutions to problems with the Private Client Manager
• Covering any additional work across team functions when required when there is limited capacity and be the point of escalation for any issues that arise within the team
• Work closely with those in the support management team to assist with day-to-day activities and strategic planning participating in projects and business initiatives when required
• Effective WIP management Paraplanners ensuring deadlines are met and the relevant support is given where required
• Complete monthly compliance modules in timely fashion before deadlines
• Keep up to date with FCA rules and regulations
• Training and development of the Team to ensure skills are consistent throughout