Job Title: Head of Paraplanning Salary: £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