Paraplanning Team Leader

We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Manager for their Paraplanning team to help support the leadership, development and growth of their successful team.

Responsibilities:

• Providing first class leadership to the paraplanning
• Conduct quality checks on the work of paraplanners including reports.
• Support the team of paraplanners with paraplanning research, and preparing reports for client recommendations whilst acting as a point of referral for technical and complex queries
• Act as a liaison between the paraplanning team, financial planning team and more senior management
• Be responsible for supporting the growth of the team both via recruitment and via M&A activity.

Experience:

• Candidates need to have proven managerial or supervisory experience within a wealth management or financial services environment.
• You will have demonstrable experience managing administration and / or paraplanning teams
• A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable.
• You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.

In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.