Head of ParaplanningBased in Bristol.Full time, Hybrid working. Salary: 45,000 to 50,000 dependent on experience, plus a discretionary annual bonus and benefits. Are you an experienced qualified Paraplanner looking to stretch into a more senior, leadership-oriented role, this is your opportunity. You must be DipPFS Level 4 qualified.Key Responsibilities of the Head of Paraplanning:Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and mortgages.Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.Document and Compliance Checks: Conduct thorough pre-submission checks, ensuring client documentation (ID, credit reports, etc.) is complete and compliant.Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.CRM and Workflow Management: Maintain accurate client records and case notes in Concert, Wealthbox, and Dynamics 365.Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.What our client is looking for:Experienced and Ambitious: 3+ years as a paraplanner, with the drive to step into a more senior, leadership-oriented role.Detail-Oriented and Organized: You thrive when creating order, ..... full job details .....