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Permanent

Paraplanner Team Leader

City
money-bag 40000.00-40000.00 Annual
3118252761
Posted Yesterday

About the RoleOur client is an independent financial advice business committed to delivering clear, high-quality guidance to it''s customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems.Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client outcomes.The RoleThis is an opportunity to join a growing paraplanning function, leading a team, uploading requests into work flows and allocating work according to complexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning.Key ResponsibilitiesAssist financial advisers in preparing: Suitability reportsFinancial recommendationsConduct research across pensions, investments, protection, and retirement planningMaintain accurate and compliant client records across internal systems and provider platformsEnsure all client files meet ..... full job details .....

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