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A leading firm in Farnborough is seeking a Paraplanning Team Leader to oversee daily operations, manage projects, and mentor staff. The ideal candidate will possess strong technical knowledge in financial services and lead the team in providing clear and compliant client recommendations. Applicants should hold a Level 4 Diploma and have experience within a financial advice context.
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Location: Farnborough, United Kingdom
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Yes
43a042b37aeb
3
29.06.2025
13.08.2025
Paraplanning Team Leader - Farnborough
We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough. You will help manage the team on a day-to-day basis, ensuring pipeline management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager. You will need to understand client needs and objectives, helping to define the appropriate advice route and deliver recommendations in a clear and compliant manner.