A leading financial advisory business is looking to hire an experienced Paraplanner to join their team in Sunderland for a Paraplanning Team Leader role.
Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadership-focused role, ensuring strong team morale along with day-to-day involvement in process and performance management.
Duties include:
* Set clear team goals and KPIs at the beginning of each month
* Oversee day-to-day teams' operation and performance
* Liaise with the wider management team effectively
* Work collaboratively with advisers and other internal stakeholders
* Research appropriate solutions from the market effectively using qualitative and quantitative methods
* Use in-house and external financial planning tools such as cash flow modelling and cost comparisons tools
* Prepare personalised client-facing written communications such as suitability reports, letters, and annual review reports clearly and professionally
Benefits:
* 30 days holiday + Bank holiday - Ability to purchase more and your birthday off!
* Enhanced Pension
* Enhanced Maternity, Paternity, and adoption policies
* DIS
* Employee Assistance programme
* Financial support with qualifications and study.
The successful applicant will have attained their Level 4 Diploma, along with a positive and personable mindset. This role would suit someone who is working within a paraplanning capacity and supervising, leading, and mentoring other members of staff. This is a fantastic opportunity for someone wanting to take on a more senior-level role and gain valuable management experience.
For more information on this Paraplanning team leader opportunity in Sunderland paying up to £45,000 please click apply or email Louise.bibb@idexconsulting.com
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