Head of Advice & Paraplanning

Berkhamsted, Hertfordshire | Hybrid (3 office / 2 WFH)
£60,000 – £70,000 DOE + Benefits
Full Time | Leading Wealth Management Firm


Are you an experienced Paraplanning Manager, Senior Paraplanner, or Advice professional ready to step into a strategic leadership role?


We’re supporting a highly reputable IFA firm in Berkhamsted who are seeking a Head of Advice & Paraplanning to lead their growing team of Advisers and Paraplanners.


This role has become available due to retirement - an exciting opportunity to shape the future of the advice function, drive technical excellence, and play a key part in the firm’s next stage of growth.


The Opportunity


You’ll oversee a team of approximately 15 Paraplanners and Employed Advisers


Working closely with the Operations Director, you’ll lead the full Advice & Paraplanning function—ensuring high standards, strong technical output, adviser performance, and a smooth end?to?end advice journey.
This is a hands?on leadership role with huge scope to influence process improvement, adviser development, AI-driven efficiency projects, and firm-wide strategy.


Key Responsibilities
Leadership & Team Development
*Lead, coach and mentor Advisers and Paraplanners
*Conduct 1:1s, performance reviews, training, and development planning
*Manage workflow, resource planning, and team KPIs
*Oversee onboarding, induction, and upskilling of new hires
Advice Delivery & Technical Excellence
*Shape and refine the firm’s advice standards and paraplanning processes
*Review complex files and suitability reports
*Act as the main technical escalation point for the team
*Ensure high levels of accuracy, compliance, and suitability
*Guide Advisers to meet targets, improve advice quality, and grow confidently
Strategic & Operational Influence
*Work with outsourced paraplanners, managing SLA/KPI performance
*Drive efficiency with digital tools and AI initiatives
*Contribute to key business projects improving the advice journey
*Maintain up?to?date knowledge of market trends, regulations, and products


What We’re Looking For
*Level 4 Diploma qualified (essential)
*Strong experience in an IFA environment
*Background in paraplanning leadership, team supervision, or senior technical roles
*Excellent understanding of financial planning, compliance and the advice process
*Confident communicator able to influence, motivate and lead teams
*Strong technical knowledge across pensions, investments, tax and trusts
This role suits both: Experienced PP Managers, Heads of Paraplanning/Advice, or Senior Paraplanners ready to step into leadership


Package & Benefits
*£60,000 – £70,000 (DOE)
*Private Medical Insurance
*Income Protection
*Life Cover
*Enhanced Annual Leave – 28 days + bank holidays
*Holiday Purchase Scheme
*Auto?enrolment pension
*Hybrid working (3 office days required)


Apply Today
Interviews are already underway, and the firm is keen to move quickly.
If you’re passionate about shaping a high?performing advice function and want a role with real influence, we’d love to hear from you.