Client Relationship & Paraplanning Team Leader

Full Job Description

What the Hiring Manager Says This is an exciting opportunity to be part of the South West leadership team working from our main office in Exeter. We have a friendly and dedicated team of paraplanners and support staff with a vast range of experience in supporting our Financial Planners and helping to deliver good client outcomes.

I am proud to lead a growing region, with an excellent team behind me, and would like you to play a part in it’s continued success and be part of my leadership team.

We have a supportive and nurturing culture in the Region and every member of the team is valued for their contribution to the success of the business. We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.

The selection process will include a competency-based interview followed by a short presentation.

I look forward to receiving your application.

Financial Planning ManagerAbout the Role

Level : 3

Department: Quilter Private Client Advisers

Location : South West  

Contract type : Permanent

As a Client Relationship & Paraplanning Manager you’ll be part of a critical team, supporting and co-ordinating the work allocation and flow for all Paraplanning staff, whilst also ensuring that all Financial Planners are supported by the Paraplanning and Client Relationship team so they optimize their time in front of clients.

You’ll also work collaboratively with other regional team leaders including providing oversight of new business processing, implementation and planned review activity within the required regulatory time scales to mitigate risk of disengagements and remediation.

You’ll have to identify where the team needs development and implement plans to improve performance, this will be more apparent when you observe pod meetings with the wider team including the Client Support, Planners and Paraplanners. In addition, you will also provide feedback/input for staff performance appraisals.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

To be successful in this role you’ll have extensive experience working within a financial adviser firm having been a paraplanner and aspirations or some exposure to having led and or managed a small team closely.

To be effective in your role you’ll have broad knowledge of the compliance, regulatory and T&C requirements to ensure QPCA is always within the necessary guidelines and parameters which will require you to have market and industry awareness.

In addition to this you will have excellent technical knowledge and be the first point of contact for technical queries from the paraplanning team.

You’ll be acquainted with creating and developing pathways for better client experiences/outcomes, which includes overseeing suitable recruitment of well-suited individuals.

You’ll be an expert in deriving action from MI/BI and be able to produce and express where MI is required whilst also understanding how to deliver and analyse Management Information relating to QPCA including production and servicing data.

You’ll be incredibly skilled in Paraplanning and understand the complexities of the different types of business so that you can interrogate department production with your combined knowledge and experience.

Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.

In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

#LI-ES1 #QPCA

Core Benefits

Holiday:  26 days 

Quilter Incentive Scheme:  All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme:  10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance:  Single cover as standard, cover can be increased at your own cost

Life Assurance:  4x your salary, cover can be increased at your own cost

Income Protection:  75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.