Paraplanner Team Leader

Our national Financial Planning client is now recruiting for several experienced Team Leader Paraplanners to join their fast expanding team in Newcastle.

The business is going from strength to strength with rapid growth being accelerated by securing Private Equity ownership. Our client is a well-known, trusted brand, there has never been a better time to join them than now.

Main duties:

• First line leader within the integrated Advice Operations function to ensure excellent service to both clients and Advisers and adhering to policy and regulation.
• Ensure that working environments run efficiently whilst also being a safe and motivational place to work.
• Spend time visiting offices within the management of the role holder. Each office is to be visited in person to spend time with team members.
• Manage all agreed administration aspects for Advisers ensuring consistency of process and a high level of quality
• Ensure offices are staffed adequately at all times prior to holiday and working from home requests are agreed.
• Identify and manage development needs of individuals/teams and agree training plans.
• Manage individual performance by identifying, implementing and managing any Personal Improvement or Personal Attendance Plans for members and work collaboratively with both HR team and Senior Management.
• Hold regular individual development reviews with each member and documenting the meetings with agreed actions where identified.
• Hold regular team meetings to communicate team performance and any other relevant updates including upcoming changes.
• Responsible for coaching and training of new and existing members.
• Assist and support with recruitment.
• Undertake quality assessments on work completed by the team members.
• Work in partnership with your peers and Senior Leaders (when required) for the needs of the business.
• Continually review and improve processes and look for efficiencies across tasks working collaboratively with other Managers.
• Monitor and report team performance on a weekly basis.
• Arrange and participate in meetings, team events and projects where required.

What credentials will you have?

• Previous Advice and Wealth Management experience within Financial Services
• Previous Team Leader/Management experience essential
• Strong organisational skills and the ability to prioritise competing matters
• Strong interpersonal skills
• An ability to work under time pressure on high profile matters
• Experience in performance management, quality and efficiency improvement
• Experience of working within a National Advice firm
• Well qualified to Level 4 Diploma or beyond

Benefits of joining the business:

Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Employee pension 5% minimum, Employer 10%, Discretionary 10% annual bonus, Progression, Hybrid/Work from home, Full support for further professional qualifications

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Staff retention is second to none with our client and we have represented them for years with excellent success.

Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates.

Home/office hybrid working is fully supported but please note travel to UK wide offices will be required. 

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.