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.
The Salary range for a Team Leader in the Paraplanning department is up to £48,000
Benefits 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.
This is the ideal opportunity for a Paraplanner who is currently developing others and spotting training requirements across their current firm but is not getting the recognition.
Your Impact on the team:
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.
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 on the same page 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.
To be considered:
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.