Senior Paraplanner - Lync Wealth

Lync Wealth Managment • Full-time • 1w ago

About us:

Lync Wealth Management is a nationwide group of financial advice practices.

We combine the expertise of highly experienced financial advisers, with the regulatory support of our advice network Lyncombe Consultants.

At the core of our approach is a deep commitment to truly getting to know our clients – their aspirations, fears, and the unique circumstances that shape their journey.

We take the time to understand our clients’ short-term needs and long-term dreams. Whether it’s saving for a child’s education, buying your dream home, starting a business, or planning for a comfortable retirement, we’re here to guide them every step of the way.

Together, we collaboratively craft a personalised financial roadmap and regularly manage the route to ensure they remain on track to meet their goals.

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