About the Role
Our client is an independent financial advice businessmitted to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from establishedpliance, processes, and systems.
Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client oues.
The Role
This is an opportunity to join a growing paraplanning function, leading a team, uploading requests into work flows and allocating according toplexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients andplex financial planning, providing a strong foundation for long-term career development within paraplanning.
Key Responsibilities
1. Assist financial advisers in preparing:Suitability reportsFinancial rmendations
2. Conduct research across pensions, investments, protection, and retirement planning
3. Maintain accurate andpliant client records across internal systems and provider platforms
4. Ensure all client files meet regulatory andpliance standards
5. Support administration tasks relating to new business submissionsClient onboardingOngoing servicing and reviews
6. Action client-related transactions ( contributions, withdrawals, fund switches)
7. Collaborate with advisers and the wider team to deliver a seamless client experience
8. Monitor provider updates and regulatory changes relevant to rmendations
9. Develop technical knowledge of financial planning products and advice processes
10. Leading a team of 5 (this team will grow)
Requirements (Essential)
11. You will have experience within a paraplanning role whilst being a seasoned people manager
12. Strong understanding of financial services processes and client life cycle
13. Solid administrative background with excellent organisational skills
14. High level of attention to detail and accuracy
15. Strong writtenmunication skills, particularly for report preparation
16. Ability to work independently in a remote environment
17. Strong time management skills with the ability to prioritise workload
Desirable Skills & Experience
18. Experience using financial planning or workflow systems
Personal Attributes
19. Self-motivated and proactive
20. Resilient and able to manage busy periods ( tax year-end)
21. Eager to learn and develop within financial services
Working Pattern & Environment Fully remote working model
22. Occasional travel to Sheffield is required for team meetings, training, and collaboration.
23. Structured workflow system with task allocation based onplexity and timelines
24. Regular team development sessions, including technical and process training