Paraplanning Team Leader – Wealth Management
Offices Near Hemel Hempstead
Hybrid | Circa £60,000 + Excellent Benefits
My client is looking for a driven, forward-thinking Paraplanning Team Leader to lead a growing team and elevate the technical and operational standards of a well-established, fast-expanding financial advisory firm. This is a key leadership role with the scope to make a genuine, lasting impact.
The Role
* Lead, mentor and inspire a team of up to 10 Paraplanners
* Manage workflow, performance, training and development
* Oversee quality assurance, file checks and suitability report standards
* Act as the technical escalation point for complex cases
* Drive process improvements and the smart use of technology
* Manage internal/outsourced paraplanning relationships for seamless delivery
* Support strategic projects and produce complex reports when required
What You’ll Bring
* Strong Paraplanning background with proven team-lead or supervisory experience
* Level 4 Diploma essential; progression toward Chartered an advantage
* Deep technical expertise across pensions, investments, protection and tax/trust planning
* Confident communicator, natural leader and calm problem-solver
* Exceptional attention to detail and ability to thrive in a busy, high-performance environment
* Advanced Excel skills
Please contact Sam at Financial Divisions on samn@financialdivisons.co.uk for more information for this role, thank you.