Advice Delivery Lead - Paraplanning & Client Support

Saltus Partners LLP; United Kingdom; On-site; GBP 40,000 - GBP 50,000; Full time

Job summary

A financial services firm in Borehamwood is seeking an experienced Advice Delivery Manager. This pivotal role involves managing Advice Support Functions, enhancing operational efficiencies, and ensuring high-quality client service. The ideal candidate will demonstrate strong leadership, with expertise in financial planning and paraplanning, and a focus on performance management. Offering a salary of £40,000 – £50,000, along with a discretionary bonus and extensive employee benefits, the firm fosters a vibrant culture where staff can thrive.

Benefits

28 days holiday plus bank holidays

Discretionary performance-related bonus

Private medical insurance

Pension plan

Flexible benefits platform

Qualifications

• 3-5 years experience in paraplanning or client services.
• Ability to manage multiple priorities in a fast-paced environment.
• Extensive knowledge of Paraplanning and Client Services.

Responsibilities

• Ensure operational excellence in Advice Support Functions.
• Oversee performance and capacity within Pods.
• Drive operational efficiencies and support structured onboarding.

Skills

Strong operational oversight

Performance monitoring

Leadership and team management

Stakeholder management

Strategic organization

Attention to detail

Communication skills

Familiarity with FCA regulations

Education

Relevant industry qualifications

Job description

A financial services firm in Borehamwood is seeking an experienced Advice Delivery Manager. This pivotal role involves managing Advice Support Functions, enhancing operational efficiencies, and ensuring high-quality client service. The ideal candidate will demonstrate strong leadership, with expertise in financial planning and paraplanning, and a focus on performance management. Offering a salary of £40,000 – £50,000, along with a discretionary bonus and extensive employee benefits, the firm fosters a vibrant culture where staff can thrive.