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Paraplanning Team Leader

2 months ago

Bishop's Stortford, Hertfordshire, United Kingdom Cranleigh Personnel Full time
Paraplanner Team Leader Opportunity

Cranleigh Personnel is seeking an experienced Paraplanner to lead our team in Bishops Stortford. As a Paraplanning Team Leader, you will be responsible for supporting and mentoring junior Paraplanners, drafting suitability reports, and cash flow forecasting.

Key Responsibilities:
  • Lead a team of 3 Advisers and 1 Administrator
  • Develop and implement business strategies to drive growth and success
  • Collaborate with senior management to achieve business objectives
  • Provide guidance and support to junior Paraplanners
  • Ensure high-quality work products and timely delivery
Requirements:
  • Proven experience as a Paraplanner or in a similar role
  • Strong leadership and communication skills
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Ability to work in a fast-paced environment and adapt to change
What We Offer:
  • Competitive salary up to £52,000
  • Hybrid working arrangement with 1.5 days working from home
  • Full range of benefits

Cranleigh Personnel is a successful wealth planning business with a strong reputation in the industry. We offer a dynamic and supportive work environment, with opportunities for career advancement and professional growth. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply for this exciting opportunity.