Paraplanner (Team Leader
hace 10 días
Hemel Hempstead
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, • 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 for more information for this role, thank you.