Are you an experienced Paraplanner ready to take the next step into leadership? Do you thrive in a fast-paced, client-centric environment where quality and collaboration are key? Our client, a well-regarded Wealth Management firm with a strong presence in Edinburgh, is looking to hire a Paraplanning Team Leader to lead a team of skilled paraplanners, supporting a group of high-performing Financial Planners and ensuring the delivery of exceptional client outcomes. The Opportunity As Paraplanning Team Leader, you’ll be responsible for managing the day-to-day workflow and performance of the paraplanning function, while continuing to deliver high-quality technical support yourself. This is a hands-on leadership role where you’ll balance people management with the provision of complex financial planning reports, research, and analysis. Key Responsibilities: Lead, coach, and develop a team of paraplanners, fostering a collaborative and high-performing culture Allocate and manage workloads to ensure timely, accurate report writing and technical support Maintain high standards of suitability and compliance in line with FCA regulations Collaborate with Financial Planners to understand client objectives and support bespoke financial planning Drive process improvements and efficiencies across the paraplanning function Act as a senior technical resource within the team, staying up to date with financial planning trends, legislation, and product changes About You: Experienced paraplanner with strong technical knowledge across pensions, investments, tax, and protection Leadership experience, or a clear readiness to step into a team management role Level 4 Diploma qualified (as a minimum), working towards Chartered status preferred Excellent communication skills and a collaborative, proactive approach Strong attention to detail and a commitment to delivering first-class client support What’s on Offer: Join a respected and growing Wealth Management firm with a strong Edinburgh & UK base Opportunity to lead and shape a successful paraplanning team Hybrid working model and a supportive, flexible culture Competitive salary, bonus potential, and comprehensive benefits package Ongoing professional development and career progression This is an excellent opportunity for a motivated paraplanner to step up into a leadership role—or for an experienced team leader to join a firm that values quality, integrity, and continuous improvement. Ready to lead the way? Apply now or contact us in confidence to find out more.