Senior Paraplanner

Paraplanner Team Leader Location: BirminghamJob Type: Full-time, PermanentThe OpportunityAn established and forward-thinking wealth management business is looking to appoint a Technical Team Leader to oversee its growing paraplanning and technical function.This is a key leadership role, ideal for an experienced paraplanner ready to step into management, or an existing team leader seeking a new challenge within a collaborative and high-performing environment.The RoleYou will lead a team of paraplanners and technical specialists, ensuring the smooth delivery of high-quality financial planning support to advisers.Alongside managing workflow and team performance, you will play a hands-on role in complex case support, technical guidance, and continuous improvement of processes and standards.Key ResponsibilitiesLead, manage and develop a team of paraplanners, technical specialists, and junior staffOversee workflow management to ensure tasks are delivered efficiently and within service levelsReview and sign off complex financial planning reports for accuracy and complianceAct as the main escalation point for technical queries from advisers and client service teamsSupport team development through training, mentoring, and performance reviewsCollaborate with compliance, operations, and senior leadership on process improvementsProduce and analyse management information to support business decisionsMaintain high standards of documentation, procedures, and templatesAssist with ..... full job details .....