Paraplanning & ADSU Lead - Team Coach & Process Improver

Paraplanning & ADSU Lead - Team Coach & Process Improver

Full-Time No working from home possible
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Jobtailor is seeking a senior Paraplanning manager to lead and develop Paraplanning and ADSU teams in a busy advisory environment in Greater London. You will manage performance, wellbeing and recruitment while maintaining a reduced caseload and ensuring high-quality client service.

As a key contact for advisers and executives, you will drive improvements using MI data, oversee workflow, and promote compliance with regulatory standards. A collaborative, high-performing culture is expected.

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Paraplanning & ADSU Lead - Team Coach & Process Improver employer: Jobtailor

As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.

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Contact Details:

Jobtailor Recruitment Team