Team leaders & managers

• Trainee Paraplanner progression scheme

  172 views 2 comments 0 points Most recent by PTLeader April 2025
• Structured Training for Trainee Paraplanner

  659 views 7 comments 0 points Most recent by amelia1983 January 2025
• Moving Administrator to Paraplanners and Paraplanners to Wealth Managers

  126 views 0 comments 0 points Started by MLokhandwala December 2024
• Are you a team leader or manager?

  1.5K views 41 comments 0 points Most recent by Cwalker83 August 2024
• Client Support / Administrator Team Leader Group

  78 views 0 comments 0 points Started by Zoe_Claire July 2024
• Paraplanner Manager - What does it entail exactly?

  485 views 5 comments 0 points Most recent by Pietro June 2023
• New to Paraplanning Team Leader Role

  443 views 2 comments 0 points Most recent by Kbrown578 February 2023
• Skills Matrix

  162 views 0 comments 0 points Started by smith September 2022
• Collating client info for Voyant

  686 views 5 comments 0 points Most recent by richardgough March 2022
• Apprentice - Financial services administrator

  433 views 5 comments 0 points Most recent by BeckyJ January 2022
• Constructive Upwards Feedback Help Required

  239 views 8 comments 0 points Most recent by richallum January 2022
• Tests for taking on paraplanners

  1.9K views 8 comments 0 points Most recent by Clare_Weight January 2022
• Training & Development

  509 views 3 comments 0 points Most recent by Caro September 2021
• Staff Appraisals

  285 views 1 comment 0 points Most recent by Nath July 2021
• Assessing an interviewee's writing ability

  681 views 13 comments 0 points Most recent by richallum February 2020
• External consultants

  223 views 7 comments 0 points Most recent by amarshall September 2019
• Application forms - How do you ensure they are right every time?

  168 views 1 comment 0 points Most recent by Andy_Schleider August 2019
• Managing workflow and time recording

  544 views 13 comments 0 points Most recent by Daniel_Lock April 2019
• What KPIs do you use at staff reviews.

  668 views 4 comments 0 points Most recent by Jona January 2019
• Question for PP managers - maintaining report quality

  415 views 8 comments 0 points Most recent by Pedro September 2018