Team leaders & managers

• Moving Administrator to Paraplanners and Paraplanners to Wealth Managers

  42 views 0 comments 0 points Started by MLokhandwala December 13
• Structured Training for Trainee Paraplanner

  380 views 5 comments 0 points Most recent by amelia1983 November 19
• Are you a team leader or manager?

  1.4K views 41 comments 0 points Most recent by Cwalker83 August 14
• Client Support / Administrator Team Leader Group

  47 views 0 comments 0 points Started by Zoe_Claire July 17
• Paraplanner Manager - What does it entail exactly?

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

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

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

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

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

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

  1.7K views 8 comments 0 points Most recent by Clare_Weight January 2022
• Training & Development

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

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

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

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

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

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

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

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