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Paraplanner Team Lead: Mentor & Workflow Champion
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-07-10
Listing for:
Lync Wealth Management
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Compliance, Accounting & Finance -
Management
Job Description & How to Apply Below
Lync Wealth Management in Bath is seeking a Paraplanner Team Lead to oversee and motivate a paraplanning team, coordinating with Managers and other Team Leaders to deliver a coordinated service to Advisers.
You will mentor staff, support the financial planning process, assist advisers with technical research and client reports, ensure compliance and timely processing, and drive efficiencies across workflows while maintaining audit trails and training.
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