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Permanent

Head of Advice and Paraplanner, Offices Near Hemel Hempstead, Up to £80,000 and Bonus and

Hemel Hempstead
money-bag 75000.00-75000.00 Annual
3088852062
Posted 4 days ago

Package: Up to £80,000, Bonus, Hybrid and Excellent BenefitsRole OverviewWe are seeking an experienced and highly motivated Paraplanning Team Leader to lead and develop our dedicated Paraplanning and Advisers. This pivotal role involves managing a team of eight Paraplanners, driving the efficiency and quality of our paraplanning services, and working closely with the Head of Advice to deliver exceptional support to our Financial Advisers and clients.Reporting StructureReports to: Head of AdviceDirect Reports: Up to 8 ParaplannersKey ResponsibilitiesTeam Leadership and ManagementLead, mentor, and coach a team of up to eight Paraplanners to foster a high-performing and collaborative work environment.Conduct regular one-to-one meetings, performance reviews, and training needs assessments.Manage workflow, allocate tasks efficiently, and ensure the team meets service level agreements and deadlines.Oversee the induction and training of new team members.Act as the primary liaison between the internal paraplanning team and the outsourced provider, designing and managing streamlined workflows and communication protocols to ensure a smooth, end-to-end advice process for Advisers.Service Delivery and Quality AssuranceWork in close partnership with the Head of Advice to define, implement, and refine the firm''s paraplanning standards, processes, and service delivery model.Conduct regular file and report checking to ensure all work meets the firm''s high standards of technical accuracy, ..... full job details .....

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