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← Titanwh

Paraplanning Team Leader

Titanwh
Location
Cardiff
Posted
17 days ago
Department
Paraplanners
What they actually want (must-haves)
  • Experience in a leadership role within a Paraplanning or financial services environment
  • Strong people management skills
  • Ability to drive quality, consistency, and performance in a team
  • Experience in developing processes and best practices
What the job really is

As a Paraplanning Team Leader at Titan Wealth, you will oversee a multi-site team of Paraplanners, ensuring effective management of workloads and maintaining high service levels. Your role involves providing leadership, coaching, and operational oversight while collaborating closely with Financial Planners and Client Support teams. You will also be instrumental in developing processes and fostering a culture of quality and continuous improvement within the team.

Benefits
  • Competitive salary
  • Private Medical Insurance post probation
  • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
  • 25 days Annual Leave (plus buy and sell up to 5 days)
  • Office Christmas close (3-days)
  • Life Assurance
Things to weigh
  • The role involves travel to other sites, which may impact work-life balance.
  • The company is in a rapid expansion phase, which could mean changes in team dynamics and processes.
  • No specific salary range is provided in the posting.
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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