Paraplanning Team Leader
Salary: £50,000-£52,000
Reports to: Paraplanner Manager
Location: Farnborough/Remote (1 day in the office per quarter)
About the Role
Are you an experienced paraplanner ready to lead and inspire a team? This is a fantastic opportunity to step into a Team Leader role where you will blend technical expertise with leadership, overseeing the day‑to‑day running of a high‑performing paraplanning team. You'll play a key role in ensuring advice is clear, compliant, and aligned with client needs all while helping paraplanners grow and succeed in their careers.
Key Responsibilities
* Leadership & Team Management (Approx. 60%)
o Oversee daily workflow, ensuring timely case progression and effective case distribution.
o Monitor and report on team performance, supporting individuals to meet their targets.
o Mentor and support new starters and trainees to reach competency within agreed timelines.
o Deliver technical training and peer reviews to maintain high standards.
o Identify and drive process improvements, contributing to wider change initiatives.
o Maintain strong relationships with internal stakeholders (e.g., Compliance, Business Quality Unit).
o Act as a role model for best practice, deputising for the Paraplanner Manager when needed.
* Paraplanning & Technical Delivery (Approx. 40%)
o Review fact finds to ensure client needs are accurately captured and documented.
o Conduct thorough analysis using tools such as TVAS and annuity break‑even analysis.
o Prepare high‑quality, compliant draft suitability reports for adviser approval.
o Liaise with advisers and providers to gather information and clarify advice requirements.
o Work closely with the Business Quality Unit to ensure report accuracy and compliance.
Skills & Experience
* Strong background in paraplanning, including Defined Benefit (DB) advice report writing (min. 1 year).
* Previous experience within an IFA environment is essential.
* Proven leadership, mentoring or training experience.
* Strong communication, analytical, and interpersonal skills.
Knowledge & Qualifications
* In‑depth knowledge of pensions, especially DB transfers.
* Solid understanding of FCA regulations, KYC, and suitability requirements.
* Familiarity with whole‑of‑market financial products and providers.
* Level 4 Diploma in Financial Planning (essential).
* Working towards Chartered status (desirable).
Benefits
* Private Medical Insurance (self cover)
* Income Protection (75% salary for 3 years)
* Life Assurance (4x salary)
* Critical Illness (£50,000 lump sum)
* Pension (6%)
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