UA-185291695-1 Paraplanner Team Leader, Jobs, 362

Paraplanner Team Leader

Paraplanner Manager - Milton Keynes, South East England

Ref: 362Tuesday 14 December 2021

£40,000 - £45,000

Paraplanning team Leader require to join one of the largest Independent Financial Advisers in the Milton Keynes area. You will be working with a team of 7 Advisers and 8 Support staff that provide access to a range of high quality investment advice. The Directors are proud that they have built a vision and values lead company. You will play an important role in maintaining the high level of service they set out to deliver to their customers.

 

Responsibilities:

Work with the team to ensure work is delegated correctly to the team and ensure that the resources are available.

Conduct regular team meetings and upward communication to Managers – be invited to input into manager meetings maybe once a month

Identify training needs and deliver ongoing training where required, or organise with other staff members

Provide regular MI for managerial purposes

Ensure agreed timescales for tasks are met

 

Skills:

Paraplanning experience

Experience providing de day to day product and technical support

Ability to communicate effectively and motivate a team to deliver an outstanding service

 

Benefits package includes:-

22.5 days annual leave (based on a 4.5 day working week 8am until 4.45pm Mon to Thursday and Friday 8am until 12 noon).  Half hour lunch per day.  Bank holidays in addition

After satisfactory completion of probationary period:-

3 x life cover, PHI, PMI