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Permanent

Paraplanner Team Leader

City
money-bag 40000.00-40000.00 Annual
3118252761
Posted 3 days ago

About the RoleOur client is an independent financial advice business committed to delivering clear, high-quality guidance to it''s customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems.Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client outcomes.The RoleThis is an opportunity to join a growing paraplanning function, leading a team, uploading requests into work flows and allocating work according to complexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning.Key ResponsibilitiesAssist financial advisers in preparing: Suitability reportsFinancial recommendationsConduct research across pensions, investments, protection, and retirement planningMaintain accurate and compliant client records across internal systems and provider platformsEnsure all client files meet regulato

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