Head of Paraplanning

Head of Paraplanning

South Leicestershire (Our Ref AL1385)

Competitive salary + excellent benefits

My client is a forward-thinking IFA / Wealth Management company and if you are ready to lead a high-performing team and make a real impact then this could be your next role.- They are looking for a dynamic and experienced Paraplanning Team Leader to provide strategic leadership and operational oversight to their paraplanning department.- This role is ideal for a qualified professional with strong technical expertise and a passion for team development and process improvement.

Head of Paraplanning - Key Responsibilities:

Department Leadership

• Lead and manage the paraplanning team and outsourced support.
• Drive departmental strategy, process improvement, and quality assurance.
• Oversee workload distribution, workflow prioritisation, and case deadlines.
• Represent the department in company-wide meetings and initiatives.
• Conduct staff training, mentoring, and performance reviews.
• Manage recruitment, feedback, and development planning.

Paraplanning Responsibilities

• Produce compliant suitability reports and technical research.
• Support financial advisers throughout the advice process.
• Maintain accurate and compliant client records.
• Stay up to date with regulatory, product, and technical changes.
• Respond to technical queries from consultants and clients.

Ideal Candidate

• Diploma Level 4 qualified (or working towards).
• Proven experience in team leadership or supervisory roles.
• Strong technical knowledge of financial products and planning tools.
• Proficient in FE Analytics, Cashcalc, SharePoint, and Microsoft Office.
• Paraplanning experience.
• Highly organised, self-motivated, and adaptable to change.
• Committed to maintaining high quality standards of accuracy and continuous improvement.

In return they offer

• Competitive salary, dependent on experience and financial services qualifications, plus benefits.
• Full-time hours, Monday to Friday, 9am to 5pm (37.5 hours per week)
• The option to work from home for one day per week, is available after successful completion of the 6-month probationary period.
• Modern offices based in Leicestershire with free onsite parking.

If this role is of interest, please apply with an up to date CV.- We aim to respond to all applications within 10 days.- By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.- Full Privacy Notice can be found on our website.