Paraplanning Team Manager – Shape the Future at a Dynamic IFA Firm
Why Join Us?
Take on a leadership role at a firm that's committed to personalised financial planning and client-first service. As the Paraplanning Team Manager, you'll be instrumental in driving growth and refining our advice processes. This is an opportunity to lead a talented team, contribute to strategic initiatives, and ensure the highest standards of service.
Salary: Up to £60,000 (5 days in-office)
What We Offer:
- A focus on pensions and family wealth planning.
- Strong ties with major pension providers.
- A culture that prioritizes individual client needs.
- The chance to influence firm-wide growth strategies.
Your Role:
- Lead, mentor, and develop a team of paraplanners.
- Oversee recruitment and training to build a high-performing team.
- Ensure exemplary service delivery to planners and clients.
- Collaborate on refining advice processes and implementing best practices.
- Support client retention through personalized service and proactive management.
Your Profile:
- Extensive experience in paraplanning and IFA support.
- Proven leadership and management capabilities.
- Strong organisational skills and a client-focused mindset.
- Deep technical understanding of financial products and services.
Apply Today
Join a firm where you can make a real difference, lead a passionate team, and be a part of our exciting growth journey.