Paraplanner Team Leader

Recruitment Solutions (Folkestone) Ltd; London; On-site; GBP 45,000 - 50,000; Full time

Job summary

A leading Wealth Manager is seeking a Paraplanner Team Leader to lead their IFA’s team in London. This role requires experience in Wealth Management, along with the ability to manage workflows and drive efficiency. The successful candidate will enjoy a competitive salary and benefits, while making a significant impact within the organization.

Benefits

3x life cover

Pension scheme with 5% matched contributions

Days off for birthday and Christmas Eve

Closure between Christmas and New Year

Free onsite parking

Qualifications

• Must be Level 4 Diploma Qualified as a minimum.
• Experience with IFA or Wealth Management firms.

Responsibilities

• Manage daily workflow and ensure tasks are completed efficiently.
• Be the referral point for Technical cases and bridge between team and management.
• Drive improvements in procedures, systems, and controls.

Skills

Paraplanner

Team Leader

Wealth Management

Financial Planning

Education

Level 4 Diploma

Job description

Social network you want to login/join with:

Ref: RP6037 Salary: £45,000 to 50,000 Contract Type: Permanent Location: London

Paraplanner Team Leader

Ref: RP6037 Salary: £45,000 to 50,000 Contract Type: Permanent Location: London

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. An exceptional role, for an experienced and qualified Senior Paraplanner to move into a managerial position or for an existing Team Leader.

It manages approximately £450 million of client assets, held within Pensions and Investments. The firm is directly authorised by the Financial Conduct Authority.

Paraplanner Team Leader

Are you a proactive and driven individual looking to lead a team towards excellence in the world of Financial Planning? We're seeking a passionate Paraplanning Team Leader to spearhead a regional IFA’s team, drive efficiency, and ensure accuracy in all operations. This is your opportunity to shine and make a real impact in a thriving IFA firm.

This is the ideal opportunity for a Paraplanner who is currently developing others and spotting training requirements across their current firm.

Paraplanner Team Leader Duties:

• 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 collaborate with other team leaders or managers when additional support is needed.
• Drive improvements by refining procedures, processes, systems, and controls, all while keeping a keen eye on enhancing quality and control measures.
• Foster a culture of cohesion and open communication, making sure all personnel, from team members to advisers and other staff, are aligned and working towards the company's vision.
• Deliver regular management information to showcase the team's success and growth, and be ready to provide valuable input during manager meetings.

Paraplanner Team Leader 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.

Paraplanner Team Leader Package / Benefits:

The salary range for a Team Leader in the Paraplanning department is up to £45,000 to £50,000. Benefits include 3x life cover, a pension scheme with 5% matched contributions, days off for birthday and Christmas Eve, closure between Christmas and New Year, and free onsite parking.

APPLY