JJ SEARCH LIMITED is seeking a Paraplanning Team Leader in Greater London to manage a paraplanning team supporting Wealth Planners. The role involves high-quality research across pensions, life insurance, tax planning and investments, and preparing client-focused suitability reports.
The candidate should have senior paraplanning experience with team leadership, broad experience in investments, pensions and protection, and be working towards the Advanced Diploma in Financial Planning.
Paraplanning Team Leader — Lead, Research & Client Reports employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
