Job Description:

Our client, a reputable Investment management firm, is seeking an experienced Paraplanning Team Lead to join their team in Edinburgh on 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

Core Responsibilities:

• 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

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference:16095

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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