Paraplanner Team Leader
Birmingham
Salary up to £45,000


Benefits
*Annual Leave : 25 days plus bank holidays (Plus birthday leave for free)
*Auto Enrolment Pension Scheme : 5% Employee + 3% Employer
*Death In Service (after 3 months) – 4 x salary
*Bonus Scheme


Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process.


The Role
As Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes.
This is a hands-on leadership role, combining people management with technical expertise.


Key Responsibilities
*Lead, mentor, and develop a team of Paraplanners, Technical Specialists, and Apprentices
*Manage workflow distribution to ensure deadlines and service levels are met
*Oversee the preparation and review of complex suitability reports and financial planning documentation
*Act as the main escalation point for technical queries from advisers and client servicing teams
*Collaborate with senior management to drive strategic initiatives and process improvements
*Work closely with Compliance to ensure regulatory standards and training requirements are maintained
*Monitor team performance, conduct reviews, and support ongoing development
*Maintain and improve report templates, tools, and internal procedures
*Produce and analyse management information for leadership reporting
*Support the team with technical work where required, including research, tax calculations, and cashflow modelling
*Ensure a client-centric approach across all outputs, delivering clear and high-quality advice documentation


About You
*Significant experience in a Paraplanning or Technical role within financial services
*Previous experience managing, mentoring, or leading a team
*Strong technical knowledge across pensions, investments, tax planning, and financial strategies
*Experience producing and reviewing complex suitability reports
*Excellent communication skills, both written and verbal
*Highly organised with the ability to manage multiple priorities in a fast-paced environment
*Strong analytical and problem-solving skills
*Confident delivering training and supporting team development
*Diploma in Financial Planning (or working towards)


Technical Skills
*Strong IT skills with experience in back-office and financial planning systems
*Experience with tools such as Intelligent Office, FE Analytics, and cashflow modelling software (e.g. Voyant) is advantageous


Why Apply?
This is a fantastic opportunity to step into a leadership role where you can shape a technical team, influence business processes, and play a key part in delivering high-quality financial planning services.


Apply today via NJR Recruitment or call quoting the reference NJR16574
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.