Job Description

A leading financial planning firm with regional offices are 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 in to 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

  • Supporting, developing and mentoring candidates

  • First line checks on quality of reports, turnaround times and adherence to processes.

  • Work...

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