Head of Paraplanning - London, Holborn
Our client is seeking an exceptional Head of Paraplanning to elevate their Paraplanning function. The role is based in London with hybrid working arrangements at their Holborn office. The successful candidate will manage wealth for private clients, families, and institutions, providing advice across Private Client Investment, Tax, and Retirement Planning.
Responsibilities:
* Manage delegation of work to the paraplanning team reporting directly to you.
* Maintain open communication with the Head of Administration to ensure smooth operations between paraplanning and administration teams.
* Liaise with the Operations Director to provide feedback and identify resource gaps.
* Coordinate with outsourced paraplanners for overflow work.
* Participate in Monthly Operations and Quarterly Management Meetings.
* Manage the central investment proposition.
* Interpret data from client meetings and conduct research, calculations, and cashflow forecasting to develop suitable solutions, preparing reports for adviser review.
Additional Responsibilities:
* Participate in project work and research initiatives.
* Contribute to the Investment Committee.
* Support client relationship development by attending meetings as needed.
* Assist with technical communication regarding developments, legislative changes, and updates.
* Build strong relationships with advisers and senior management.
* Identify and recommend efficiency improvements, including external software solutions.
* Enhance industry and company knowledge through external and internal sources.
Requirements:
* Minimum 4 years’ experience in paraplanning with management exposure within IFA firms.
* Chartered status or near chartered, preferably via CII.
* Graduate-level education preferred.
* Ability to make sound decisions independently and quickly.
Ideally, you will also have:
* Experience with third-party research projects, platforms, SIPPs, and fund research.
* Familiarity with IT solutions like FE Analytics, Voyant, CashCalc, and Xplan.
* A proven track record of delivering written financial advice.
* Experience in training and developing paraplanners.
If interested, please email your CV to .
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