Overview

Paraplanner Team Leader

Location – St Albans

Salary £38,000 – £50,000

 

Are you a Paraplanner who is looking to work in an established wealth planning practice who can offer the following:

  • Fantastic processes and procedures and established management structure, leading to a positive working atmosphere and high staff retention
  • Hybrid working of up to 1.5 days a week from home
  • Full exam support through to Chartered and the scope to be a Paraplannin Team leader

 

If so, then this role may be of interest

With over 40 members in the team this company has established clients and processes.

You will be joining a company where it's large enough for career development andvfull support from an established Paraplanning team – however small enough that you will be a valued member of a close-knit team.

We have placed previous candidates into this company, who are still there and thriving and the atmosphere here is highly social and supportive.

 

The role would be based at their office in St Albans and entail:

  • Working primarily with 2 Advisers including one of the Directors of the business but supporting other advisers as and when necessary
  • Proficiency with Microsoft Word, Excel and Outlook is crucial
  • Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners within the team
  • There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £50,000 depending upon experience and qualifications.

 

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.