Current jobs related to Paraplanning Team Lead - Wokingham, Wokingham - Ortus PSR

  • Financial Paraplanning Specialist

    2 weeks ago

    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    **Job Summary**We are seeking a skilled Financial Paraplanning Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for preparing recommendations and producing suitability reports in line with company policy.Key Responsibilities:With 5 years of paraplanning experience, you will be able to...

  • Practice Lead

    2 weeks ago

    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a highly skilled Practice Lead to join their team in Wokingham. As a key member of the management team, you will be responsible for leading the day-to-day operations of the practice, overseeing the administrative functions, paraplanning, and client service.Key Responsibilities:Lead and manage the operations of...

  • Practice Manager

    2 weeks ago

    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a highly skilled Practice Manager to lead the day-to-day operations of our Wokingham-based IFA firm. As a key member of our team, you will be responsible for overseeing the administrative functions, paraplanning, and client service teams to ensure exceptional client experiences.Key Responsibilities:Lead and manage the operations of the firm,...

  • Financial Planning Specialist

    2 weeks ago

    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Paraplanner to join their team. The ideal candidate will have a strong background in financial services, with a minimum of 5 years of experience in paraplanning. The role will involve preparing suitability reports for approval by financial advisers, as well as assisting in identifying...

  • Practice Manager

    3 weeks ago

    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Practice Manager (Wealth Management) - WokinghamWe are seeking a highly skilled Practice Manager to lead the day-to-day operations of our Wokingham office. As a key member of our team, you will be responsible for overseeing the administrative functions, paraplanning, and client service teams to ensure exceptional service delivery to our clients.Key...

  • Practice Manager

    3 weeks ago

    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Practice Manager (Wealth Management) - WokinghamWe are seeking a highly skilled Practice Manager to lead the day-to-day operations of our Wokingham office. As a key member of our team, you will be responsible for overseeing the administrative functions, paraplanning, and client service teams to ensure exceptional service delivery to our clients.Key...

  • Practice Manager

    1 month ago

    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Practice Manager (Wealth Management) - WokinghamWe are seeking an experienced Practice Manager to lead the day-to-day operations of our Wokingham-based IFA firm. As a key member of our team, you will be responsible for overseeing the administrative functions, paraplanning, and client service teams to ensure exceptional service delivery to our clients.Key...

  • Practice Manager

    3 weeks ago

    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Practice Manager (Wealth Management) - WokinghamWe are seeking a highly skilled Practice Manager to lead the day-to-day operations of our Wokingham office. As a key member of our team, you will be responsible for overseeing the administrative functions, paraplanning, and client service teams to ensure exceptional service delivery to our clients.Key...

  • Practice Manager

    3 weeks ago

    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Practice Manager (Wealth Management) - WokinghamWe are seeking a highly skilled Practice Manager to lead the day-to-day operations of our Wokingham office. As a key member of our team, you will be responsible for overseeing the administrative functions, paraplanning, and client service teams to ensure exceptional service delivery to our clients.Key...

  • Financial Planning Specialist

    4 weeks ago

    Wokingham, Wokingham, United Kingdom Berkshire IFA Full time

    About UsBerkshire IFA is a dynamic and growing company committed to delivering exceptional client outcomes and supporting the professional development of our team members. We foster a culture of collaboration, innovation, and continuous learning, ensuring that our clients receive tailored financial solutions that meet their unique needs and goals.Our...

  • Care Team Lead

    1 month ago

    Wokingham, Wokingham, United Kingdom Remarkable Jobs Full time

    Care Team LeadWe are currently recruiting for several Domiciliary Care Agencies in Berkshire.Job SummaryWe are seeking a highly skilled and experienced Care Team Lead to join our team at Remarkable Jobs. As a Care Team Lead, you will be responsible for leading a team of care professionals and ensuring the delivery of high-quality care services to our...

  • Care Team Lead

    1 month ago

    Wokingham, Wokingham, United Kingdom Remarkable Jobs Full time

    Care Team LeadWe are currently recruiting for several Domiciliary Care Agencies in Berkshire.Job SummaryWe are seeking a highly skilled and experienced Care Team Lead to join our team at Remarkable Jobs. As a Care Team Lead, you will be responsible for leading a team of care professionals and ensuring the delivery of high-quality care services to our...

  • Care Team Lead

    1 month ago

    Wokingham, Wokingham, United Kingdom Remarkable Jobs Full time

    Care Team LeadWe are currently recruiting for several Domiciliary Care Agencies in Berkshire.Job SummaryWe are seeking a highly skilled and experienced Care Team Lead to join our team at Remarkable Jobs. As a Care Team Lead, you will be responsible for leading a team of care coordinators and ensuring the delivery of high-quality care services to our...

  • Care Team Lead

    1 month ago

    Wokingham, Wokingham, United Kingdom Remarkable Jobs Full time

    Care Team LeadWe are currently recruiting for several Domiciliary Care Agencies in Berkshire.Job SummaryWe are seeking a highly skilled and experienced Care Team Lead to join our team at Remarkable Jobs. As a Care Team Lead, you will be responsible for leading a team of care coordinators and ensuring the delivery of high-quality care services to our...

  • Care Team Lead

    2 weeks ago

    Wokingham, Wokingham, United Kingdom Remarkable Jobs Full time

    Care Team Lead Opportunities At Remarkable Jobs, we are currently recruiting for several Domiciliary Care Agencies in Berkshire. Our clients are seeking experienced professionals to fill various roles within their care teams. **Job Summary** We are looking for exceptional individuals to join our care teams as Care Team Leads. As a Care Team Lead, you will...

  • Care Team Lead

    2 weeks ago

    Wokingham, Wokingham, United Kingdom Remarkable Jobs Full time

    We are seeking a highly skilled and experienced Care Team Lead to join our team at Remarkable Jobs.The successful candidate will be responsible for leading a team of carers and managing the delivery of high-quality care services to clients in their own homes.The ideal candidate will have strong communication and interpersonal skills, enabling them to...

  • Ecologist Team Lead

    2 weeks ago

    Wokingham, Wokingham, United Kingdom Randstad Cpe London Full time

    Job Title: Ecologist Team LeadJob Summary:We are seeking an experienced Ecologist to lead our team in delivering ecology consultancy services to existing and new projects. The successful candidate will have a strong background in hydro-ecology and excellent technical knowledge and capability in aspects of ecology.Key Responsibilities:Lead a team of...

  • Outsourcing Team Lead

    2 weeks ago

    Wokingham, Wokingham, United Kingdom Pro Talent Full time

    About the Opportunity:Pro Talent is seeking a highly skilled and experienced professional to lead their Financial Outsourcing team. This is an exciting opportunity to join a top-100 accountancy firm and take your career to the next level.Key Responsibilities:Client Management: Handle financial outsourcing for a diverse portfolio of clients, including...

  • Engineering Team Lead

    4 weeks ago

    Wokingham, Wokingham, United Kingdom Gattaca Full time

    The role of Lead Mechanical Engineer is a critical position at Gattaca Projects, requiring a seasoned professional to oversee the successful delivery of projects and ensure high-quality standards are met.Key Responsibilities:Project Leadership: Lead a team of multidisciplined engineers through project activities, ensuring timely completion and adherence to...

  • Financial Paraplanner

    4 weeks ago

    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Financial ParaplannerWe are seeking a highly skilled Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and producing suitability reports.Key Responsibilities:Prepare suitability reports for...

Paraplanning Team Lead

2 months ago

Wokingham, Wokingham, United Kingdom Ortus PSR Full time

Paraplanning Team Manager – Shape the Future at a Dynamic Financial Services Firm

Why Choose Ortus PSR?

As a leading provider of personalized financial planning and client-centric services, Ortus PSR offers a unique opportunity for a Paraplanning Team Manager to drive growth and refine our advice processes. This role is instrumental in shaping the future of our firm and contributing to strategic initiatives that prioritize client satisfaction.

Key Responsibilities:

  • Lead and mentor a team of paraplanners to ensure exceptional service delivery and high-performing results.
  • Oversee recruitment and training to build a skilled and dedicated team.
  • Collaborate with senior management to refine advice processes and implement best practices.
  • Support client retention through proactive management and personalized service.
  • Develop and implement strategies to drive growth and improve client satisfaction.

Requirements:

  • Extensive experience in paraplanning and financial services support.
  • Proven leadership and management capabilities, with a strong focus on team development.
  • Strong organizational skills and a client-centric mindset.
  • Deep technical understanding of financial products and services.

About Ortus PSR:

Ortus PSR is a dynamic and forward-thinking financial services firm committed to delivering exceptional client experiences. We prioritize personalized financial planning, client-centric services, and strategic growth initiatives.

Join Our Team:

As a Paraplanning Team Manager at Ortus PSR, you will have the opportunity to lead a passionate team, contribute to strategic initiatives, and shape the future of our firm. If you are a motivated and experienced professional with a passion for financial services, we encourage you to apply for this exciting opportunity.