Senior Paraplanner

Paraplanner Team Leader

Location: Birmingham

Job Type: Full-time, Permanent

The Opportunity

An 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 Role

You 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 Responsibilities

• Lead, manage and develop a team of paraplanners, technical specialists, and junior staff


• Oversee workflow management to ensure tasks are delivered efficiently and within service levels


• Review and sign off complex financial planning reports for accuracy and compliance


• Act as the main escalation point for technical queries from advisers and client service teams


• Support team development through training, mentoring, and performance reviews


• Collaborate with compliance, operations, and senior leadership on process improvements


• Produce and analyse management information to support business decisions


• Maintain high standards of documentation, procedures, and templates


• Assist with paraplanning duties where required, including report writing and technical analysis

To be successful in this role, you will have:

• Strong experience in paraplanning within a financial planning or wealth management environment


• Excellent technical knowledge across investments, pensions, tax, and financial planning strategies


• Previous experience in a leadership, mentoring, or supervisory capacity


• Strong organisational skills with the ability to manage competing priorities


• Excellent communication skills and the ability to engage with stakeholders at all levels


• A strong understanding of FCA regulations and compliance requirements

• Diploma in Financial Planning (DipFA or equivalent)


• Experience with industry systems such as Intelligent Office, FE Analytics, or Voyant

• Up to £45k - Higher for the right candidate


• Opportunity to lead and shape a high-performing technical team


• Collaborative and supportive working environment


• Strong emphasis on quality, compliance, and client outcomes


• Career development and progression opportunities


• A varied and engaging role combining leadership and technical expertise

If you’re a technically strong paraplanner with leadership experience, or ready to take the next step in your career, we’d love to hear from you.

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