We are seeking a Paraplanning Team Leader to join an established Financial Services organisation in Reading. As the Paraplanning Team Leader you will take responsibility for a team of Paraplanners, working closely with the IFA's to ensure a quality service and the highest level of efficiency is being delivered. The role will predominantly involve Report Writing 75% of the time, with the rest of your attention spent managing workflows and ensuring communication lines are open.
This company support its people in striving to achieve the highest possible level of professional qualifications Therefore study support is available.
- You must have proven experience in Report Writing to be successful in this role.
- Proven team leading / Senior responsibilities managing workflows for teams is highly beneficial
- Previous experience in an IFA environment
- Level 4 qualified, as a minimum