Hybrid Paraplanning Team Leader chez Charles Stanley & Co. Ltd. BU

As a Paraplanner, you’ll play a vital role in supporting our Financial Planning Consultants by delivering high-quality technical support and maintaining strong relationships with clients. You’ll be responsible for preparing professional reports, conducting research, and ensuring our advice and documentation meet regulatory standards. This is a dynamic role that combines technical expertise, client interaction, and team collaboration.

• Prepare and deliver client reports and annual reviews to a professional standard.
• Implement consultant requests efficiently and accurately.
• Gather and record client data using Intelligent Office.
• Communicate effectively with clients and third parties, both in person and remotely.
• Collaborate closely with administrative support to ensure smooth operations.
• Manage and prioritise your own workload and support the wider Paraplanning team.
• Work with the Head of Paraplanning to ensure team efficiency and provide cover when needed.
• Maintain and improve technical support processes and documentation.
• Conduct product-based research to support financial planning recommendations.
• Ensure compliance with FCA regulations and internal policies, including AML requirements.
• Support the collection and reporting of management information (MI).
• Promote a culture of diligence, professionalism, and continuous improvement.
• Undertake ongoing professional development and maintain appropriate status within the T&C regime.
• Mentor junior team members and contribute to their development.

• Strong technical knowledge across all areas of financial planning.
• Proficient in financial planning tools and modelling software (e.g., Voyant).
• Excellent interpersonal skills to build client trust and confidence.
• Clear and effective communicator, both written and verbal.
• Highly organised with the ability to multitask and prioritise effectively.
• Proactive, self-motivated, and adaptable to changing priorities.
• Skilled in Microsoft Office (Excel, Word, PowerPoint).

• Degree or equivalent tertiary education preferred.
• Minimum CII Level 4 qualified or equivalent industry experience.
• At least 3 years of experience in Paraplanning, ideally supporting High Net Worth clients.