Team Leader

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Ad nr: 362
Published: 23 December 2023, views: 1

 

 

Main characteristics

Location
Milton Keynes, Buckinghamshire
Company
Recruitment Solutions (Folkestone) Ltd
Salary
£45000 - £55000/annum Comprehensive Benefits. Hybrid
Employment type
Permanent
Category
Accounting / Financial / Insurance

Job summary

A superb career opportunity is available with a leading Wealth Manager for a Paraplanner Team Leader.

An exceptional role, for an experienced and qualified Senior Paraplanner to move into a managerial position or for an existing Team Leader.

It manages approximately £450 million of client assets, held within Pensions and Investments. The firm is directly authorised by the Financial Conduct Authority.

Paraplanner Team Leader

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 IFAs 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.

This is the ideal opportunity for a Paraplanner who is currently developing others and spotting training requirements across their current firm.

Paraplanner Team Leader Duties:

* 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.

Paraplanner Team Leader Requirements:

* 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.

Paraplanner Team Leader Package / Benefits:

The Salary range for a Team Leader in the Paraplanning department is up to £45,000 to £50,000. 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

Benefits: Comprehensive Benefits. Hybrid


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Published: 23 December 2023, views: 1


Company: Recruitment Solutions (Folkestone) Ltd

Location: Milton Keynes, Buckinghamshire

Salary: £45000 - £55000/annum Comprehensive Benefits. Hybrid


Category: Accounting / Financial / Insurance
Employment type: Permanent


Additional information:

Recruitment Solutions (Folkestone) Ltd

Application for the position: Team Leader

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