At a Glance
- Tasks: Lead a team of Paraplanners while managing your own caseload and producing reports.
- Company: A growing Financial Planning firm in Wakefield with a supportive culture.
- Benefits: Competitive salary up to £50,000 and opportunities for career advancement.
- Other info: Join a dynamic team focused on delivering high-quality financial solutions.
- Why this job: Step up your career by combining leadership with hands-on paraplanning experience.
- Qualifications: Experience in paraplanning and team management skills required.
The predicted salary is between 40500 - 49500 £ per year.
Paraplanning Team Leader Wakefield Up to £50,000 DOE Fully Office Based NJR Recruitment are delighted to be working with a growing Financial Planning firm who are looking to recruit an experienced Paraplanning Team Leader to join their team in Wakefield.
This is an excellent opportunity for an experienced Paraplanner who is ready to take the next step in their career and combine hands-on technical paraplanning with day-to-day team leadership .
You will manage a small team of three Paraplanners, providing guidance, support and oversight while continuing to personally manage a caseload and produce high-quality suitability reports for a team of Financial Planners.
The Role Your responsibilities will include: Managing and supporting a team of three Paraplanners on a day-to-day basis Allocating workloads and monitoring deadlines to ensure cases are completed efficiently Providing guidance and technical support to the wider paraplanning team Reviewing work and maintaining high standards of accuracy and quality Producing detailed and compliant suitability reports Supporting Financial Planners with technical research and recommendations Reviewing client information...
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