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Permanent

Paraplanner Team Manager

Reed
Cardiff
money-bag £65000 Annual
Posted: 19 September 2026 (Today)
Closing date: 19 October 2026
Ref: 3179924958

Paraplanning Team Leader Bristol / Cardiff Hybrid WorkingUp to £65,000 + Bonus + Excellent Benefits An exciting opportunity has arisen for an experienced Paraplanning Team Leader to join a growing financial planning business during a period of significant expansion. Leading a team of approximately 16 Paraplanners across Bristol, Cardiff and Truro, you will be responsible for driving productivity, maintaining exceptional quality standards, and supporting the ongoing development of the paraplanning function. This role is ideal for a technically strong Paraplanner with previous leadership, mentoring, supervisory or management experience who is passionate about developing people and creating high-performing teams. Key Responsibilities Lead, mentor and develop a multi-site team of Paraplanners. Conduct regular one-to-ones, performance reviews and development plans. Manage workload allocation, capacity planning and resource management. Drive productivity, efficiency and continuous improvement initiatives. Ensure high standards of paraplanning output and report quality. Act as an escalation point for complex technical queries. Monitor performance through MI and identify opportunities for improvement. Build strong relationships with Financial Planners, Client Support teams and key stakeholders. Ensure compliance with FCA requirements and internal processes. About You Previous experience within a Paraplanning role. Proven leadership, mentoring, team lead or management experience. ..... full job details .....

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