Job Description
Job Title: Head of ParaplanningSalary: £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