Paraplanning Team Lead

1 day ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a highly skilled Paraplanning Team Lead to join our team in London. As a key member of the Artemis Recruitment Consultants Ltd team, you will be responsible for managing the paraplanning team on a day-to-day basis, ensuring pipeline management and progressing cases in a timely manner. You will also need to understand client needs and objectives, helping to define the appropriate advice route and deliver recommendations in a clear and compliant manner.

Key Responsibilities:
  • Manage the paraplanning team, tracking competency and training needs
  • Run quarterly reviews for direct reports
  • Perform end-of-year remuneration review meetings
  • Train team members and support their development
  • Produce and analyse management information
  • Actively manage and take responsibility for team performance

The ideal candidate will have at least 5 years of experience within the financial services industry and hold a Level 6 Advanced Diploma in regulated Financial Planning. Strong technical knowledge and excellent communication skills are essential for this role.

The salary for this position is estimated to be around £45k - £60k per annum.



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