Head of Paraplanning

Head of Paraplanning

Full-Time | Hybrid Working

An exciting opportunity has arisen for an experienced Head of Paraplanning to join a successful and growing independent wealth management and financial planning firm.

This established, employee-focused business has been providing high-quality financial advice and investment management solutions to private clients for over 30 years. With a strong reputation for excellence and a commitment to long-term client relationships, they are seeking a technically strong and people-focused individual to lead their paraplanning function.

The Role

This is a hybrid role combining hands-on paraplanning responsibilities with leadership and management duties. You will work closely with Financial Planners, Administrators and senior stakeholders to deliver a high-quality service whilst driving the development and performance of the paraplanning team.

Working hours are Monday to Friday, 9:00am to 5:00pm (35-hour week).

Key Responsibilities

Paraplanning

• Analyse clients' circumstances, objectives, requirements and attitude to risk


• Review and assess existing financial arrangements


• Analyse capital gains tax positions and wider tax considerations


• Conduct product and provider research


• Prepare suitability reports and recommendation letters


• Assist with client reviews and attend client meetings where appropriate


• Respond to client and colleague queries


• Maintain accurate client records


• Keep up to date with regulatory and industry developments

• Lead and manage the paraplanning team, including appraisals and regular one-to-one meetings


• Oversee workflow allocation and team capacity planning


• Provide technical support and guidance to team members


• Participate in operational and strategic planning meetings


• Work alongside senior leadership to support business growth and development


• Chair team meetings and drive team engagement


• Collaborate with Compliance, Financial Planners and Operations teams


• Conduct quality assurance reviews and audits


• Ensure consistency and technical excellence across paraplanning outputs

• Minimum 5 years' paraplanning experience


• Level 4 Diploma qualified (or equivalent)


• Previous people management experience


• Strong technical knowledge of pensions, investments and financial services regulation


• Excellent report-writing ability


• Strong verbal and written communication skills


• High levels of numeracy and analytical capability


• Research and problem-solving skills


• Strong IT proficiency


• Self-motivated with a collaborative approach


• Ability to manage multiple priorities and deadlines


• Highly organised with excellent attention to detail


• Passionate about delivering exceptional client service

• Competitive salary dependent on experience


• 5% employer pension contribution with salary sacrifice option


• 32 days annual leave plus Bank Holidays and additional Christmas closure


• One paid volunteer day per year


• Annual training budget of £2,000 (with flexibility for personal development)


• Death in Service benefit (4x salary)


• Income Protection cover


• 35-hour working week


• Hybrid working arrangement


• 6-month probation period

For a confidential discussion and further information, please contact or apply today to find out more about this opportunity.

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