Team leaders & managers

• Paraplanner Manager - What does it entail exactly?

  286 views 5 comments 0 points Most recent by Pietro June 28
• Are you a team leader or manager?

  1.1K views 38 comments 0 points Most recent by PippaO June 11
• New to Paraplanning Team Leader Role

  390 views 2 comments 0 points Most recent by Kbrown578 February 7
• Skills Matrix

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

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

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

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

  1.3K views 8 comments 0 points Most recent by Clare_Weight January 2022
• Training & Development

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

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

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

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

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

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

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

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