Team Leader - Wealth Management - City, Manchester, United Kingdom, M1


One of the most innovative Financial Planning practices in Manchester city centre is bringing on a Team leader to fill the gap between the Operations Manager and the Financial Planning Administrators and Paraplanners. They are looking for an experienced individual who can deal with workflows on the teams and translate what happens within the support function to how it will influence deliverables to the clients via the Financial Planners.

Base salary for this role is up to £30,000 with some very good additional benefits.

The role will see you;

Delegate and manage workloads in the team
Create and implement training plans for new employees into the department and arrange any training which may be relevant.
Perform 1:1 appraisals and meetings
Chair regular team meetings to ensure productivity is at the required level

In addition you will be involved in more technical Administration cases and so knowledge in a previously role, preferably in an IFA firm would be advantageous. This role would be ideal for a candidate seeking the step up from pure Administration/Senior Administration or perhaps for a Paraplanner seeking a role with more variety.

A full and comprehensive role spec is available on request so please apply and we can supply this to you.