Job Description
Paraplanner Team Leader | Wealth Management | Edinburgh | Hybrid | Competitive Salary + Bonus + Exceptional Benefits
We’re currently working on behalf of a leading UK-based wealth and investment management firm to recruit a Paraplanner Team Leader for their Edinburgh office. This hybrid role presents an excellent opportunity to lead a high-performing team within a highly regarded and forward-thinking financial services organisation.
The business is known for its client-centric approach, innovative use of technology, and commitment to delivering transparent and accessible investment solutions to a broad client base including private clients, financial advisers, and institutions.
They are open to applications from both experienced Paraplanner Team Leaders as well as Paraplanners with supervisory or training experience who are ready to take the next step into leadership.
The Role
As Paraplanner Team Leader, you will play a key part in managing paraplanning functions across two internal teams, ensuring consistency, high standards, and continuous improvement. You’ll work closely with the Private Client Operations Manager to drive development initiatives, streamline workflows, and support wider operational goals.
Key Responsibilities:
1. Lead and...