Job Description
Are you an experienced Paraplanner Team Leader in the Financial Services sector? We’re partnering with a highly respected financial planning firm in Berkhamsted, Hertfordshire, looking for a Paraplanner Team Leader who thrives on research, cash flow modelling, and contributing meaningfully to client strategy who is comfortable Managing a team of Paraplanners.
You will collaborate with the Management team and giving guidance to ensure best practice.
If you’re tired of being seen as just a back-office function and want to be a true partner to advisers on complex cases, this could be the right step forward.
What we’re looking for:
Diploma Level 4 as a minimum (working towards Chartered? Even better)
Experience with systems like X-Plan or Intelligent Office
Someone who enjoys turning complexity into clarity for clients
A proactive and detail-oriented mindset
Happy leading a team.
What sets this opportunity apart:
Hybrid structure – focus from home, collaborate in-office
Hands-on involvement in cash flow modelling, investment reviews, and technical report writing
You’ll join client meetings and have a voice in strategic conversations
Work with senior advisers who value people as much as performance
Competitive salary – up to £60,000 DOE
Excellent benefits and holiday entitlement. This is a hybrid role up to 3 days from home.
If you’re a Paraplanner who wants more impact and more visibility in their next role, let's talk.
We are also looking for a Senior Administrator for the same client due to a busy workload.