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.



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



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