Paraplanner Team Leader

Anthony Alexandra
London, South East England
11 Jun 2017
11 Jul 2017
Contract Type
Full Time

Our client is an award winning large Independent Financial Advisers with office through the UK. Due to the growth and expansion of the firm, Anthony Alexandra is currently seeking an experienced Paraplanning Team Leader to join their growing.

The Paraplanning Team leader will be responsible for managing the report work stream as well as being a technical point of reference for the Paraplanning team. Candidates to be considered for this role should have the following skills and experience:

Duties and responsibilities

  • Identifying individual and team training /coaching needs and appropriate career development plan
  • Conducting quality checks and peer reviews
  • Identifying issues, risks and appropriate solutions
  • Conducting staff 121’s and appraisals for direct paraplanning reports

Candidate requirements:

  • Over 5 years’ experience working within the Financial Services sector
  • Previous experience within a Paraplanning role
  • Experience in managing a team
  • Professional qualifications


  • Salary on offer up to £47,000 - £55,000 depending upon experience and qualifications
  • Annual bonus
  • Professional qualifications and career development
  • Company Pension Scheme
  • Death in Service
  • PMI