Berkhamsted, Hertfordshire | Hybrid (3 office / 2 WFH)
£60,000 – £70,000 DOE + Benefits
Full Time | Leading Wealth Management Firm
Are you an experienced Paraplanning Manager, Senior Paraplanner, or Advice professional ready to step into a strategic leadership role?
We're supporting a highly reputable IFA firm in Berkhamsted who are seeking a Head of Advice & Paraplanning to lead their growing team of Advisers and Paraplanners.
This role has become available due to retirement – an exciting opportunity to shape the future of the advice function, drive technical excellence, and play a key part in the firm's next stage of growth.
The Opportunity
You'll oversee a team of approximately 15 Paraplanners and Employed Advisers
Working closely with the Operations Director, you'll lead the full Advice & Paraplanning function—ensuring high standards, strong technical output, adviser performance, and a smooth end?to?end advice journey.
This is a hands?on leadership role with huge scope to influence process improvement, adviser development, AI-driven efficiency projects, and firm-wide strategy.
Key Responsibilities
Leadership & Team Development
Lead, coach and mentor Advisers and Paraplanners
Conduct 1:1s, performance reviews, training, and development planning
Manage workflow, resource planning, and team KPIs
Oversee onboarding, induction, and upskilling of new hires
Advice Delivery & Technical Excellence
Shape and refine the firm's advice standards and paraplanning processes
Review complex files and suitability reports
Act as the main technical escalation point for the team
Ensure high levels of accuracy, compliance, and suitability
Guide Advisers to meet targets, improve advice quality, and grow confidently
Strategic & Operational Influence
Work with outsourced paraplanners, managing SLA/KPI performance
Drive efficiency with digital tools and AI initiatives
Contribute to key business projects improving the advice journey
Maintain up?to?date knowledge of market trends, regulations, and products
What We're Looking For
Level 4 Diploma qualified (essential)
Strong experience in an IFA environment
Background in paraplanning leadership, team supervision, or senior technical roles
Excellent understanding of financial planning, compliance and the advice process
Confident communicator able to influence, motivate and lead teams
Strong technical knowledge across pensions, investments, tax and trusts
This role suits both: Experienced PP Managers, Heads of Paraplanning/Advice, or Senior Paraplanners ready to step into leadership
Package & Benefits
£60,000 – £70,000 (DOE)
Private Medical Insurance
Income Protection
Life Cover
Enhanced Annual Leave – 28 days + bank holidays
Holiday Purchase Scheme
Auto?enrolment pension
Hybrid working (3 office days required)
Apply Today
Interviews are already underway, and the firm is keen to move quickly.
If you're passionate about shaping a high?performing advice function and want a role with real influence, we'd love to hear from you.