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Paraplanner Team Leader

Job LocationBristol
EducationNot Mentioned
Salary£35,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you an experience Paraplanner looking for the next step in your careerDo you enjoy managing a team of peopleRecruit UK are seeking a Paraplanning Team Leader to join a prestigious wealth management firm based in Bath.The ideal candidate will be fully diploma qualified, have previous experience with suitability report writing, good technical knowledge and an understanding of the financial planning process. Previous team leader experience is advantageous but not essential.You will be responsible for staff training, assisting with paraplanning support and maintaining excellent client service. This is a fantastic opportunity to join a dynamic and growing financial planning firm that values its employees and offers a competitivesalary and benefits package.Duties will include:

  • Work with your team of paraplanners to develop & support them!
  • Keep clear and up to date records relating to the management of your team
  • Ensure team is hitting appropriate deadlines and targets
  • Ensure all emails, research documents and report drafts are saved
  • Staff training
Benefits:
  • Salary up to £40,000
  • Pension contribution
  • Life assurance
  • Access to flexible benefits platform
  • Hybrid working (3 days in the office)
Skills and experience required:
  • 3 years paraplanning experience
  • Excellent communication skills
  • Technical knowledge and an understanding of all financial products
  • Level 4 Diploma in regulated Financial Planning
  • Previous management / team leader experience
If the above role interest you, get in touch today and one of our consultants will reach out to you. If you have not heard from us in the next 7 days, please assume you have been unsuccessful on this occasion and we wish you the best of luck in the restof your job search!

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