Paraplanning Team Leader

IDEX Consulting; Sunderland; On-site; GBP 45,000; Full time

Job summary

An established industry player in financial advisory is seeking an experienced Paraplanner to step into a leadership role. This position offers an exciting opportunity to lead a team while maintaining hands-on responsibilities. You will set clear goals, manage team performance, and collaborate with advisers to deliver exceptional client service. The role is perfect for someone eager to gain management experience while utilizing financial planning tools to provide tailored solutions. With a supportive environment and benefits like enhanced holidays and pension, this is a chance to grow your career in a dynamic setting.

Benefits

30 days holiday + Bank holiday

Enhanced Pension

Enhanced Maternity, Paternity, and adoption policies

Employee Assistance programme

Financial support with qualifications and study

Qualifications

• Experience as a Paraplanner with supervisory skills.
• Level 4 Diploma in Financial Planning required.

Responsibilities

• Set team goals and oversee day-to-day operations.
• Prepare client-facing written communications professionally.

Skills

Team Leadership

Financial Planning

Client Communication

Research Skills

Education

Level 4 Diploma

Tools

Cash Flow Modelling Tools

Cost Comparisons Tools

Job description

A leading financial advisory business is looking to hire an experienced Paraplanner to join their team in Sunderland for a Paraplanning Team Leader role.

Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadership-focused role, ensuring strong team morale along with day-to-day involvement in process and performance management.

Duties include:

• Set clear team goals and KPIs at the beginning of each month
• Oversee day-to-day teams' operation and performance
• Liaise with the wider management team effectively
• Work collaboratively with advisers and other internal stakeholders
• Research appropriate solutions from the market effectively using qualitative and quantitative methods
• Use in-house and external financial planning tools such as cash flow modelling and cost comparisons tools
• Prepare personalised client-facing written communications such as suitability reports, letters, and annual review reports clearly and professionally

Benefits:

• 30 days holiday + Bank holiday - Ability to purchase more and your birthday off!
• Enhanced Pension
• Enhanced Maternity, Paternity, and adoption policies
• DIS
• Employee Assistance programme
• Financial support with qualifications and study.

The successful applicant will have attained their Level 4 Diploma, along with a positive and personable mindset. This role would suit someone who is working within a paraplanning capacity and supervising, leading, and mentoring other members of staff. This is a fantastic opportunity for someone wanting to take on a more senior-level role and gain valuable management experience.

For more information on this Paraplanning team leader opportunity in Sunderland paying up to £45,000 please click apply or email [e-mail]