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Paraplanning Team Lead

2 months ago

Wokingham, Wokingham, United Kingdom Ortus PSR Full time
Paraplanning Team Manager Opportunity

Ortus PSR is seeking an experienced Paraplanning Team Manager to drive growth and refine our advice processes. As a key member of our team, you will lead a talented group of paraplanners, oversee recruitment and training, and ensure exemplary service delivery to planners and clients.

Your Key Responsibilities:
  • Lead and develop a high-performing team of paraplanners.
  • Oversee the recruitment and training process to build a skilled and dedicated team.
  • Collaborate with the leadership team to refine advice processes and implement best practices.
  • Support client retention through personalized service and proactive management.
Your Ideal Profile:
  • Extensive experience in paraplanning and IFA support.
  • Proven leadership and management capabilities.
  • Strong organisational skills and a client-focused mindset.
  • Deep technical understanding of financial products and services.
What We Offer:
  • A focus on pensions and family wealth planning.
  • Strong ties with major pension providers.
  • A culture that prioritizes individual client needs.
  • The chance to influence firm-wide growth strategies.

We are committed to providing a dynamic and supportive work environment that allows our team members to thrive. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.