1 to 1 of 1 Team Leader Jobs in Guildford

An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team … overseeing the workload of the whole team, making sure there is a consistent team workflow. The Paraplanner Team leader will also be a Senior Paraplanner in the team and will produce accurate calculations and cash-flow modelling to best support recommendations … reports and letters for the Wealth Planners, and ensuring the clients needs are fully supported for the best outcome. The Paraplanner Team Leader will draft reports and other forms of communication ensuring everything is clear, fair, and not misleading. The Paraplanner Team Leader is more »