img
Permanent

Head of Paraplanning

Bristol
money-bag 45000.00-45000.00 Annual
2921176555
Posted 3 weeks ago

Head of ParaplanningBased in Bristol.Full time, Hybrid working. Salary: 45,000 to 50,000 dependent on experience, plus a discretionary annual bonus and benefits. Are you an experienced qualified Paraplanner looking to stretch into a more senior, leadership-oriented role, this is your opportunity. You must be DipPFS Level 4 qualified.Key Responsibilities of the Head of Paraplanning:Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and mortgages.Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.Document and Compliance Checks: Conduct thorough pre-submission checks, ensuring client documentation (ID, credit reports, etc.) is complete and compliant.Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.CRM and Workflow Management: Maintain accurate client records and case notes in Concert, Wealthbox, and Dynamics 365.Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.What our client is looking for:Experienced and Ambitious: 3+ years as a paraplanner, with the drive to step into a more senior, leadership-oriented role.Detail-Oriented and Organized: You thrive when creating order, spo

Other jobs of interest...

Venator Executive Recruitment
BathYesterday
money-bag10000-500000 Annual
Bowen Eldridge Recruitment
Cardiff3 days ago
money-bag75000.00-75000.00 Annual
Focus Resourcing Group
Cardiff4 days ago
money-bag55000.00-55000.00 Annual
Yolk Recruitment
Rogerstone6 days ago
money-bag100000.00-100000.00 Annual
LHH
Bristol6 days ago
money-bag10000-500000 Annual
CARDIFF UNIVERSITY
Cardiff6 days ago
money-bag10000-500000 Annual
Artis Recruitment
Rogerstone1 week ago
money-bag90000.00-90000.00 Annual
Children's Hospice South West
Bristol1 week ago
money-bag55000.00-55000.00 Annual
Camphill Village Trust
Cheltenham1 week ago
money-bag60000.00-60000.00 Annual
Vocative Consulting
Bristol1 week ago
money-bag85000.00-85000.00 Annual
Morgan Law
Bristol2 weeks ago
money-bag43000.00-43000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!