Our client is centralising their Administration teams due to mergers and acquisitions and are keen to bring a Paraplanning Team Leader to bring together people and processes.

Role Responsibilities:

• First line leader to ensure excellent service is provided to both clients and Advisers
• Working environments run efficiently whilst also being a safe and motivational place to work
• Each office is visited in person weekly to spend time with the team members
• Ensure offices are staffed adequately
• Identify and manage development needs of individuals
• Manage individual performance
• Hold development reviews
• Coaching and training

Experience Required:

• Similar background within a large IFA practice
• Teamwork
• Problem Solving
• Self-Management
• Leading Change
• Being results-driven
• Learning and Development

Benefits:
The roles will also have our standard benefits package as follows:

• Death in Service (4 x annual salary)
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Programme
• Medicash (health-care cash back plan)
• Pension 5% employer contribution, 3% employee contribution
• Discretionary 10% annual bonus based on company performance
• 24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year

For more information on this Paraplanning Team Leader role please click apply!

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