Paraplanning Team Lead in Gloucester
7 days ago
We are working with Heat Recruitment to find a Paraplanning Team Lead for an established wealth management firm based in Gloucester.
Job OverviewThis 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- Train and mentor members of the Paraplanning team to ensure they have the necessary skills and knowledge to excel in their roles.
- Assist with case and compliance checks, ensuring all tasks are completed accurately and efficiently.
- Help implement legislative and regulatory changes within the firm, staying up-to-date with industry developments.
- Drive change in research and advice processes, identifying areas for improvement and implementing new strategies.
- 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.
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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