Job Title: Head of Paraplanning
Salary: £50,000+
About the Company
Forward-thinking financial advice firm
Team of 14 experienced advisors working on a pooled basis
New modern offices with free onsite parking
Supportive, professional, and innovative workplace culture About the Role
Lead the paraplanning function and manage the team
Oversee preparation of suitability reports and annual financial reviews
Ensure compliance documentation is recorded and maintained
Support transition from Xplan to Curo
Deliver consistently high-quality work while managing multiple priorities What We Are Looking For
Level 4 Diploma in Financial Planning (or equivalent)
Experience preparing Suitability Reports and annual financial reviews
Knowledge of compliance document recording and oversight
Excellent organisational and communication skills
Proven management experience with ability to motivate and lead a team
Team-oriented approach with ability to manage multiple tasks effectively What We Offer
Salary of £50,000+
1 day per week working from home
Modern office space with free onsite parking
Opportunity to lead and develop a paraplanning team
Collaborative environment with 14 financial advisors
Exciting period of change moving from Xplan to Curo