Head Of Paraplanning Job Description Template
Our company is looking for a Head Of Paraplanning to join our team.
- Co-ordinate, distribute, monitor and work on paraplanning projects and reports;
- Agreeing, monitoring, managing and reporting on team KPI’s;
- Co-ordinate and manage any internal team problems and disciplinary matters in association with HR;
- Oversee and manage the Paraplanning team;
- Willing to get involved in other projects within the business, which may occur from time to time, that fall within their capabilities;
- Act as customer relationship manager for the internal customer base – i.e. the financial adviser team;
- Assist with the training and development of junior paraplanners.
- Head of Paraplanning;