Paraplanning Team Lead in Gloucester

7 days ago


Gloucester, Gloucestershire, United Kingdom Heat Recruitment Full time

We are working with Heat Recruitment to find a Paraplanning Team Lead for an established wealth management firm based in Gloucester.

Job Overview

This is a unique opportunity to lead the paraplanning team and drive change in research and advice processes.

The ideal candidate will be level 4 qualified, preferably close to or at Chartered status, with a mindset of continuous development.

A minimum of 3 days a week in the office is required, with hybrid working discussed as part of the role.

Key Responsibilities
  1. Train and mentor members of the Paraplanning team to ensure they have the necessary skills and knowledge to excel in their roles.
  2. Assist with case and compliance checks, ensuring all tasks are completed accurately and efficiently.
  3. Help implement legislative and regulatory changes within the firm, staying up-to-date with industry developments.
  4. Drive change in research and advice processes, identifying areas for improvement and implementing new strategies.
Requirements
  • Minimum level 4 qualification, preferably close to or at Chartered status.
  • Previous management experience is preferred but not essential.
  • Able to work effectively in a team environment.
What We Offer

This role offers a competitive salary of £50,000 - £60,000 per annum, depending on experience.

The successful candidate will receive a comprehensive benefits package, including pension scheme, life assurance, and employee assistance programme.



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