Job Description
PERMANENT TEAM LEADER/PARAPLANNING JOB - REMOTE WITH MONTHLY TRAVEL TO SHEFFIELD
About the Role
Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems.
Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client outcomes.
The Role
This is an opportunity to join a growing paraplanning function, leading a team, uploading requests into work flows and allocating according to complexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning.
Key Responsibilities
* Assist financial advisers in preparing:
o Suitability reports
o Financial recommendations
* Conduct research across pensions, investments, protection, and retirement planning
* Maintain accurate and compliant client records across internal systems and provider platforms
* Ensure all client files meet regulatory and compliance standards
* Support administration tasks relating to new business submissions
o Client onboarding
o Ongoing servicing and reviews
* Action client-related transactions (e.g. contributions, withdrawals, fund switches)
* Collaborate with advisers and the wider team to deliver a seamless client experience
* Monitor provider updates and regulatory changes relevant to recommendations
* Develop technical knowledge of financial planning products and advice processes
* Leading a team of 5 (this team will grow)
Requirements (Essential)
* You will have experience within a paraplanning role whilst being a seasoned people manager
* Strong understanding of financial services processes and client life cycle
* Solid administrative background with excellent organisational skills
* High level of attention to detail and accuracy
* Strong written communication skills, particularly for report preparation
* Ability to work independently in a remote environment
* Strong time management skills with the ability to prioritise workload
Desirable Skills & Experience
* Experience using financial planning or workflow systems
Personal Attributes
* Self-motivated and proactive
* Resilient and able to manage busy periods (e.g. tax year-end)
* Comfortable working in a structured yet autonomous environment
* Eager to learn and develop within financial services
Working Pattern & Environment Fully remote working model
* Occasional travel to Sheffield is required for team meetings, training, and collaboration.
* Structured workflow system with task allocation based on complexity and timelines
* Regular team development sessions, including technical and process training
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #4803016