Cameron James
Berkhamsted HP4, UK
Are you an experienced Paraplanner Team Leader in the Financial Services sector? We're partnering with a highly respected financial planning firm in Berkhamsted, Hertfordshire, looking for a Paraplanner Team Leader who thrives on research, cash flow modelling, and contributing meaningfully to client strategy who is comfortable Managing a team of Paraplanners. You will collaborate with the Management team and giving guidance to ensure best practice. If you're tired of being seen as just a back-office function and want to be a true partner to advisers on complex cases, this could be the right step forward. What we're looking for: Diploma Level 4 as a minimum (working towards Chartered? Even better) Experience with systems like X-Plan or Intelligent Office Someone who enjoys turning complexity into clarity for clients A proactive and detail-oriented mindset Happy leading a team. What sets this opportunity apart: Hybrid structure - focus from home, collaborate in-office...