Paraplanning team leader

Let’s be honest… wealth management can feel stuck in its ways. We’re here to change that. At Cooper Parry Wealth, we don’t follow the industry playbook. We rewrite it. We’re bold, we move fast, and we care deeply about getting it right for our clients. Now we’re looking for a Paraplanning Team Leader to help drive our paraplanning function forward. This isn’t just about supervising a team. It’s about leading from the front , supporting and developing people, and making sure the team delivers consistently brilliant work. You’ll bring structure, energy and direction, creating an environment where performance thrives and processes keep improving. What you’ll be doing: Leading, supervising and developing a team of Paraplanners to deliver high-quality work Assigning work, setting priorities and managing workloads to ensure SLAs are met Monitoring performance, providing coaching, feedback and ongoing development support Creating a culture where accountability, growth and collaboration are the norm Identifying inefficiencies and driving process improvements to increase productivity Ensuring all paraplanning outputs meet compliance standards and quality expectations Managing team resources effectively, including capacity and workflow planning Handling team challenges, resolving issues and maintaining a positive working environment Working closely with Relationship Managers and other stakeholders to ensure seamless delivery Supporting recruitment, onboarding and development of new team members Keeping up to date with industry trends, regulation and best practice Leading and delivering projects across the paraplanning function You’re not just experienced, you’re a natural people leader. You know paraplanning inside out, but you also know how to support, motivate and develop a team to perform at its best. You’re organised, proactive and confident in managing priorities, while always keeping quality front of mind. You’re someone who spots opportunities to improve, takes ownership, and brings others with you. What you’ll bring: Strong experience in paraplanning within a financial planning environment Experience managing or mentoring others, with a genuine passion for developing people A good understanding of financial planning products, processes and regulation Excellent organisational skills with the ability to manage workloads and deadlines Strong communication skills and stakeholder management capability A proactive mindset focused on continuous improvement The confidence to address challenges, provide feedback and drive performance At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. We’ve flipped the traditional wealth management model on its head. Quite simply, we realised it’s broken and ineffective. That’s why we’ve made the bold decision to do things differently. We’ve combined a melting pot of backgrounds, skillsets and generations. We’re renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day. Check out our recent achievements: New Model Advisors Top 100 firm in the UK Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow No.30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience What's in it for you? Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results. That’s why we offer things like: A flexible approach to work - balancing working from home, in office or with clients Support with career growth and qualifications A generous holiday entitlement An enhanced parental leave policy An enhanced pension scheme No dress code – just “wear something!” A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health Volunteering opportunities to work closer with local communities and charities Cooper Parry social/sports clubs Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best. Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process. For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team. LI-MH1