Paraplanner Manager

Paraplanner Team LeaderBath, hybridUp to £50,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients'' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.As the Paraplanner Team Leader based in Bath, you''ll play a key role in supporting 2 other paraplanners and the advisers to deliver exceptional financial planning services. You''ll use your technical expertise to prepare research, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long-term objectives.Benefits:Up to £50,000, negotiable Hours: 9am to 5pm (Part-time applicants welcome)Hybrid workingPension contributionPMIDISA supportive and collaborative team culture that values growth and professional development.Opportunities to advance towards other positions as the company grows.To be considered for this paraplanner leader position: Level 4 Diploma qualified or working towards - CISI/ CII/ LIBFParaplanning experience within an advisory or wealth management environment.Excellent understanding of financial productsStrong analytical, organisational, and written communication skills.Experience in mentoring and supporting colleagues Apply today to be considered for this Paraplanner Leader opportunity. If this particular vacancy isn''t the perfect fit, please do still get in touch - we work ..... full job details .....