Head of Advice & Paraplanning
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 15Paraplanners 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.