Paraplanning Team Leader
Location: Offices Near Hemel Hempstead
Package: Up to 65,000, Hybrid and Excellent Benefits
Role Overview
We are seeking an experienced and highly motivated Paraplanning Team Leader to lead and develop our dedicated Paraplanning team. 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 Structure
* Reports to: Head of Advice
* Direct Reports: Up to 8 Paraplanners
Key Responsibilities
Team Leadership & Management
* Lead, 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 protoco...
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