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St Albans

    Paraplanner Team Leader - St Albans, United Kingdom - Cranleigh Personnel

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    Full time
    Description

    Wealth Planning Practice - Paraplanner Team Leader

    Location: St Albans

    Salary Range: £38,000 - £50,000

    Are you a skilled Paraplanner seeking a role in a well-established wealth planning practice that provides the following:

    • Effective processes and procedures with a solid management structure, fostering a positive work environment and strong staff retention
    • Opportunity for hybrid work, allowing up to 1.5 days from home
    • Comprehensive exam support leading to Chartered status and the potential to become a Paraplanning Team Leader

    If this resonates with you, this position might catch your eye.

    With a team of over 40 members, this company boasts loyal clients and efficient processes.

    You'll become part of a company that offers ample room for professional growth and backing from an experienced Paraplanning team - a mix of support and a tight-knit community.

    Individuals we've previously introduced to this company are thriving, highlighting the social and supportive ambiance.

    The role will be situated at their St Albans office, involving:

    • Collaborating mainly with 2 Advisers, including one of the business Directors, while assisting other advisors when needed
    • Proficiency in Microsoft Word, Excel, and Outlook is essential
    • Preparing suitability reports and financial forecasting, guiding and coaching junior Paraplanners
    • Hybrid work model, with 1.5 days at home (after probation). Competitive benefits package and a salary of up to £50,000, based on experience and qualifications.

    If you believe this position aligns with your aspirations for a rewarding career path, inclusive of ongoing development opportunities and competitive remuneration, please submit your CV.

    If this opportunity doesn't pique your interest, feel free to reach out as we have various other openings that might be a better fit.


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