JJ SEARCH LIMITED is seeking a Paraplanning Team Leader in the United Kingdom to actively manage a team of paraplanners supporting Wealth Planners. You will oversee research on a full range of financial planning products and services, and prepare client-centric suitability reports in line with our compliance framework.
The role requires senior paraplanning experience with team leadership, strong knowledge of investments, pensions and protection, and proficiency in XPlan and cashflow planning
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Farnborough, Hampshire
Paraplanning Team Leader Salary: £50,000-£55,000 Reports to: Paraplanner Manager Location: Farnborough/Remote About the Role Are you an experienced…
Leeds
Our client is looking to appoint two Paraplanners to join their Leeds office, with opportunities available for both a junior and a senior-level…
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