Paraplanner Team Leader

Paraplanner Team Leader focuses on take the reins and skilfully manage the daily workflow, ensuring tasks are completed efficiently and on time.

What the role involves

• Take the reins and skilfully manage the daily workflow, ensuring tasks are completed efficiently and on time.
• Be a referral point for Technical cases and the bridge between the team and senior management.
• Utilise your leadership finesse to manage resources within the team, and fearlessly collaborate with other team leaders or managers when additional support is needed.
• Driving improvements by refining procedures, processes, systems, and controls, all while keeping a keen eye on enhancing quality and control measures.
• Delivering regular management information to showcase the team's success and growth and be ready to provide valuable input during manager meetings.

Skills and requirements

• Level 4 Diploma Qualified as a minimum.
• Experience of working with an IFA or Wealth Management firm and experience of writing tailored suitability reports for various clients.

Confirmed role details

• The Salary range for a Team Leader in the Paraplanning department is up to £45,000 to £50,000.
• 3 x life cover, pension scheme 5% matched, days off currently being offered for birthday and Christmas Eve.
• They close between Christmas and New Year and have free Onsite car parking.

Candidate fit

• hands-on leadership, organisation, coaching, and reliable follow-through

Additional role context

• Ref: RP6037 Salary: £45,000 to 50,000 Contract Type: Permanent.
• Skill Set Paraplanner, Team Leader, Paraplanner Team Leader, Paraplanner Manager, Senior Paraplanner, Manager, Wealth Manager, Wealth Management, Financial Planning.
• A superb career opportunity is available with a leading Wealth Manager for a Paraplanner Team Leader.

Known job details

• Pay: £45,000 to 50,000