Senior Paraplanner/Paraplanning Team-Leader

The Company: An extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Senior Paraplanner, and ultimately ''lead'' Paraplanner to technical team. Ideally this will be an experienced head who is Diploma qualified and has motivations to take control of all technical output for the firm; leading the current technical support team as the business continues to grow. Office Location: Sheffield Working Setup: Office-based initially with hybrid working flex to followPackage: £42-47k base DOE + annual bonus and full company benefitsHolidays: 25 days holiday + statsBonus: Discretionary based on company performanceKey Benefits: Aviva pension + salary sacrifice/study support The Role: A focused research/report writing role supporting multiple high performing financial advisers provided the chance to develop into team-lead and more operationally focused workloads. Duties include:Technical assistance - Be the ''go to'' person for technical queries in the teamTraining and nurturing of less technically competent team members, through suitability report checking etcUpdate/monitor financial planning tools ie. research and analysis software/calculators to ensure fit for purposeOngoing monitoring/updating suitability report templatesLiasing with external compliance teams to collate and deliver feedback to the teamResponsibility for the development and implementation of our advice strategies - Cashflow, at retirement, CIRP, tax efficient investing and ..... full job details .....