This is a new role resulting from the growth of Lync Wealth Management Ltd, a national firm of advisers established in March 2023.
Purpose
We are looking for a motivated, experienced Senior Paraplanner to head up our paraplanning team located across the country and to provide technical paraplanning. This role is a blend of high-level technical expertise and team development.
- Working towards Chartered status or Advanced Diploma
- Responsible for the continual training and mentoring the paraplanning team.
- Leading, coaching and developing junior paraplanners, may include one to one meetings depending on experience.
- 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.
- Effective WIP management Paraplanners ensuring deadlines are met and the relevant support is given where required.
- Demonstrate advanced application of technical knowledge and skills, showcasing an ability to undertake highly technical, analytical and precise work to a consistently high standard.
- 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.
- Participate in any projects and relevant business initiatives that will improve the processes across the team.
- Standardising and improving processes across the business to ensure consistency and efficiencies with the team and using Intelligent Office where possible.
- Working with the Case Review Team on complex cases & where necessary guiding advisers for the best client outcome.
Key Competencies & Qualifications
- Hold minimum Level 4 Diploma, ideally working towards Chartered status of Advanced Diploma.
- At minimum 5 years industry experience.
- Proficient in using research software Defaqto, FE Analytics, Cashcalc and Microsoft Word & Excel.
- Ability to work under pressure.
- Excellent interpersonal and verbal/written communication skills.
SM&CR Requirements
- You must act with integrity.
- You must act with due skill, care and diligence.
- You must be open and cooperative with the FCA, the PRA and other regulators.
- You must pay due regard to the interests of customers and treat them fairly.
- You must observe proper standards of market conduct.
• Please mention Financial Planning Today Jobs when applying for this role •