Paraplanning Team Leader

A leading financial advisory business are looking to hire an experienced Paraplanner to join their team in Sunderland for a paraplanning Team Leader role. Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadership-focussed role, ensuring strong team morale along with day-to-day involvement in process and performance management. Duties include:

• Set clear team goals and KPIs at the beginning of each month
• Oversee day-to-day teams' operation and performance
• Liaise with the wider management team effectively
• Work collaboratively with advisers and other internal stakeholders
• Research appropriate solutions from the market effectively using qualitative and quantitative methods
• Use in-house and external financial planning tools such as cash flow modelling and cost comparisons tools
• Prepare personalised client facing written communications such as suitability reports, letters and annual review reports clearly and professionally

Benefits:

• 30 days holiday + Bank holiday - Ability to purchase more and your birthday off!
• Enhanced Pension
• Enhanced Maternity, Paternity and adoption policies
• DIS
• Employee Assistance programee
• Financial support with qualifications and study.

The successful applicant will have attained their Level 4 Diploma, along with a positive and personable mindset. This role would suit someone who is working within a paraplanning capacity and supervising, leading and mentoring other members of staff. This is a fantastic opportunity for someone wanting to take on a more senior level role and gain valuable management experience. For more information on this Paraplanning team leader opportunity in Sunderland paying up to £45,000 please click apply or email

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.