Paraplanner Team Leader

Paraplanner Team Leader

Location: Bristol (Hybrid Working)

Salary: £45,000 - £55,000 DOE

Benefits

• Hybrid working


• Free parking


• Cycle to Work scheme


• Company events


• Career development opportunities


• Supportive and collaborative team environment

A fantastic opportunity has arisen for an experienced Paraplanner to step into a leadership role with a growing financial planning firm.

You will be responsible for leading and developing a team of Paraplanners, ensuring the delivery of high-quality technical support to Financial Advisers while maintaining excellent standards of compliance, efficiency, and client service.

Key Responsibilities

• Lead, coach and support a team of Paraplanners


• Oversee the production of suitability reports and technical research


• Act as a technical point of contact for complex cases


• Ensure compliance with FCA regulations and Consumer Duty requirements


• Drive process improvements and operational efficiencies


• Work closely with Advisers, Compliance and wider support teams


• Support training and development across the paraplanning function

• Minimum 3 years' Paraplanning experience


• Level 4 Diploma in Financial Planning (essential)


• Strong technical knowledge of pensions, investments and protection


• Previous leadership or mentoring experience desirable


• Excellent communication and organisational skills


• Proactive approach with a focus on quality and continuous improvement

If you're an experienced Paraplanner looking to take the next step in your career, or an existing Team Leader seeking a new challenge, we'd love to hear from you.

Financial Services, Team Leader, Paraplanning, Wealth

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