Senior Paraplanning Team Lead – Pension & Compliance

The JobsBoard is looking for an experienced Paraplanning Team Leader to guide and develop a team of Paraplanners while continuing to deliver high-quality paraplanning support. This leadership role blends people management with technical guidance and quality assurance to ensure compliant financial planning advice.

You will review client fact-finds, perform research on suitable recommendations and prepare compliant suitability reports, with a focus on pension and safeguarded benefits, working

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