Location
Berkhamsted
Salary £60000 - £70000 TypePermanent WorkplaceHybrid Ref89905
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?
Were 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 firms next stage of growth.
The Opportunity
Youll oversee a team of approximately 15 Paraplanners and Employed Advisers
Working closely with the Operations Director, youll lead the full Advice & Paraplanning functionensuring 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
1. Lead, coach and mentor Advisers and Paraplanners
2. Conduct 1:1s, performance reviews, training, and development planning
3. Manage workflow, resource planning, and team KPIs
4. Oversee onboarding, induction, and upskilling of new hires
Advice Delivery & Technical Excellence
5. Shape and refine the firms advice standards and paraplanning processes
6. Review complex files and suitability reports
7. Act as the main technical escalation point for the team
8. Ensure high levels of accuracy, compliance, and suitability
9. Guide Advisers to meet targets, improve advice quality, and grow confidently
Strategic & Operational Influence
10. Work with outsourced paraplanners, managing SLA/KPI performance
11. Drive efficiency with digital tools and AI initiatives
12. Contribute to key business projects improving the advice journey
13. Maintain up?to?date knowledge of market trends, regulations, and products
What Were Looking For
14. Level 4 Diploma qualified (essential)
15. Strong experience in an IFA environment
16. Background in paraplanning leadership, team supervision, or senior technical roles
17. Excellent understanding of financial planning, compliance and the advice process
18. Confident communicator able to influence, motivate and lead teams
19. 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
20. £60,000 £70,000 (DOE)
21. Private Medical Insurance
22. Income Protection
23. Life Cover
24. Enhanced Annual Leave 28 days + bank holidays
25. Holiday Purchase Scheme
26. Auto?enrolment pension
27. Hybrid working (3 office days required)
Apply Today
Interviews are already underway, and the firm is keen to move quickly.
If youre passionate about shaping a high?performing advice function and want a role with real influence, wed love to hear from you.