Are you an experienced Paraplanner looking for that next step and want to join an nurturing but dynamic Company that can provide a clear roadmap in terms of progression? As a Para Planner Team Leader, you’ll oversee a talented team while continuing to apply your technical expertise across the whole of market.
Key Responsibilities
* Lead and mentor a team of Paraplanners, ensuring high standards of delivery.
* Provide technical support across the full spectrum of financial planning.
* Contribute to complex cases, including Defined Benefit Transfers (experience advantageous but not essential).
* Collaborate with advisers and stakeholders to ensure seamless client service.
* Support the business through growth and change, including occasional travel to the central site in Hook.
About You
We’re looking for someone who:
* Has proven Paraplanning experience within the Wealth Management sector.
* Works confidently across the whole of market.
* Holds a Diploma in Financial Planning. If you are working towards Chartered Status or have completed the J09 module this would be advantageous.
* Is ready to progress from Senior or Technical Paraplanner into more of a leadership role.
What We Offer
* Flexible, remote working with occasional travel.
* The chance to lead and develop a high‑performing team.
* A supportive environment with opportunities for professional growth.
* Excellent benefits as well as a competitive salary and remote working