The Private Office LLP is seeking a Paraplanning and ADSU Lead in our London office. This player-manager role combines people leadership with a reduced level of technical and client work to support business priorities.
You will lead, coach and develop Paraplanning and ADSU colleagues, oversee performance, wellbeing and recruitment, and drive improvements using MI data. A strong paraplanning background and CII Diploma are essential.
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Paraplanning & Advice Delivery Lead employer: The Private Office LLP
Join our award-winning firm in London, where we prioritise your growth and development through our unique Financial Planning Graduate Scheme. With hands-on experience, mentorship from seasoned professionals, and a supportive work culture, you'll gain invaluable skills while working towards your Chartered Financial Planner ambitions. Enjoy a comprehensive benefits package, including private healthcare and a structured development programme, all within a vibrant city that offers endless opportunities for personal and professional enrichment.
