Paraplanner Manager / Team Lead

TN United Kingdom; Perth; Hybrid; GBP 40,000 - 60,000; Full time

Job description

A leading financial planning firm with regional offices is recruiting for a Paraplanner Manager or Team Lead to work on a hybrid basis from one of their offices. This would be an excellent move for a senior or technical paraplanner to take the next step in their career and manage a successful close-knit team, or an experienced manager to slot into the role. We are looking for professionals who are ideally minimum diploma qualified, having worked supporting advisers, and ultimately clients in the advice-giving process. This is a great opportunity to develop existing and new skills, as well as expand your knowledge and experience.

Responsibilities:

• Recruit, manage, train, and develop high caliber Paraplanners.
• Train, mentor, and monitor new and existing employees.
• Support, develop, and mentor candidates.
• Conduct first line checks on quality of reports, turnaround times, and adherence to processes.
• Work alongside the management team in practice-based activities.
• Carry out work in line with internal and external FCA regulations and procedures that apply to the conduct of the business.