Paraplanner Team Leader
Paraplanner Team Leader Birmingham Salary up to £45,000Benefits Annual Leave : 25 days plus bank holidays (Plus birthday leave for free) Auto Enrolment Pension Scheme : 5% Employee + 3% Employer Death In Service (after 3 months) - 4 x salary Bonus Scheme Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process.The RoleAs Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes.This is a hands-on leadership role, combining people management with technical expertise.Key ResponsibilitiesLead, mentor, and develop a team of Paraplanners, Technical Specialists, and ApprenticesManage workflow distribution to ensure deadlines and service levels are metOversee the preparation and review of complex suitability reports and financial planning documentationAct as the main escalation point for technical queries from advisers and client servicing teamsCollaborate with senior management to drive strategic initiatives and process improvementsWork closely with Compliance to ensure regulatory standards and
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!