Package: Up to £80,000, Bonus, Hybrid and Excellent Benefits
Role Overview
We are seeking an experienced and highly motivated Paraplanning Team Leader to lead and develop our dedicated Paraplanning and Advisers. This pivotal role involves managing a team of eight Paraplanners, driving the efficiency and quality of our paraplanning services, and working closely with the Head of Advice to deliver exceptional support to our Financial Advisers and clients.
Reporting Structure
*Reports to: Head of Advice
*Direct Reports: Up to 8 Paraplanners
Key Responsibilities
Team Leadership & Management
*Lead, mentor, and coach a team of up to eight Paraplanners to foster a high-performing and collaborative work environment.
*Conduct regular one-to-one meetings, performance reviews, and training needs assessments.
*Manage workflow, allocate tasks efficiently, and ensure the team meets service level agreements and deadlines.
*Oversee the induction and training of new team members.
*Act as the primary liaison between the internal paraplanning team and the outsourced provider, designing and managing streamlined workflows and communication protocols to ensure a smooth, end-to-end advice process for Advisers.
Service Delivery & Quality Assurance
*Work in close partnership with the Head of Advice to define, implement, and refine the firm’s paraplanning standards, processes, and service delivery model.
*Conduct regular file and report checking to ensure all work meets the firm’s high standards of technical accuracy, compliance, and suitability.
*Act as a technical escalation point for complex paraplanning queries from the team and Advisers.
*Champion the use of technology and digital tools to enhance team efficiency.
*Outsourced Partner Management: Establish, monitor, and enforce Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) with outsourced paraplanning partners, ensuring consistent quality, regulatory compliance, and agreed-upon turnaround times (TAT).


Technical & Strategic Support
*Contribute to strategic projects focused on improving the overall advice process.
*Produce complex suitability reports and technical analysis when required.
*Maintain a deep understanding of market trends, regulatory changes, and evolving product landscapes to ensure advice is up-to-date.
Essential Qualifications & Experience
*Experience: Proven experience in a Paraplanning role is essential, with preferable experience in leading or supervising a team within a financial advice firm.
*Technical Qualification: Must hold the Level 4 Diploma in Financial Advice (or equivalent). Desire to Progress to Chartered status is highly desirable.
*Skills:
*Exceptional leadership, coaching, and people management skills.
*Strong technical knowledge across a broad range of financial planning areas (e.g., Pensions, Investments, Protection, Tax/Trusts).
*Excellent written and verbal communication skills, with a keen eye for detail.
*Ability to manage multiple priorities in a fast-paced environment.
*Advanced MS Excel.


To apply please contact Sam at Financial Divisions.