Paraplanning Team Leader
Job Description
Job title: Paraplanning Team Leader
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Paraplanning Team Leader
Job details Posted 01 February 2024 Salary£40000.00 – £50000.00 per annum LocationOxford Job type Discipline Expiry 11 May 2024 Reference41032_1706780591
Consultant
Regional Manager
Paraplanning Team Leader
Job description
Our client is centralising their Administration teams due to mergers and acquisitions and are keen to bring a Paraplanning Team Leader to bring together people and processes.
Role Responsibilities:
- First line leader to ensure excellent service is provided to both clients and Advisers
- Working environments run efficiently whilst also being a safe and motivational place to work
- Each office is visited in person weekly to spend time with the team members
- Ensure offices are staffed adequately
- Identify and manage development needs of individuals
- Manage individual performance
- Hold development reviews
- Coaching and training
Experience Required:
- Similar background within a large IFA practice
- Teamwork
- Problem Solving
- Self-Management
- Leading Change
- Being results-driven
- Learning and Development
Benefits:
The roles will also have our standard benefits package as follows:
- Death in Service (4 x annual salary)
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Programme
- Medicash (health-care cash back plan)
- Pension 5% employer contribution, 3% employee contribution
- Discretionary 10% annual bonus based on company performance
- 24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year
For more information on this Paraplanning Team Leader role please click apply!
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Expected salary: £50000 per year
Location: Newcastle
