JJ SEARCH LIMITED is seeking an experienced Paraplanning Team Leader to actively manage a team of paraplanners supporting Wealth Planners with high-quality research on pensions, life insurance, tax planning and investments. You will prepare client-centric suitability reports and ensure compliance with processes and frameworks.
The role requires senior paraplanning experience with team leadership, and familiarity with complex financial planning including Investments, Pensions and Protection.
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Senior Paraplanning Team Lead, Wealth Management 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.
